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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $148,112 | $124,980+18.5% | $108,359+36.7% | $154,746-4.3% |
| Participation rate | 12.5% | 75.2%-62.7pp | 70.1%-57.6pp | 80.7%-68.2pp |
| Annual return | 14.84% | 45.00%-30.2pp | 36.89%-22.1pp | 172.34%-157.5pp |
| Employer contribution / active EE | $180 | $2,851-93.7% | $2,399-92.5% | $4,379-95.9% |
| Participant deferral / active EE | $225 | $4,743-95.3% | $4,137-94.6% | $6,730-96.7% |
| Admin fee / account holder | $0 | $11,502-100.0% | $9,741-100.0% | $14,365-100.0% |