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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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,744 | $172,111-87.9% | $150,298-86.2% | $137,256-84.9% |
| Participation rate | 63.2% | 81.7%-18.6pp | 77.8%-14.6pp | 80.0%-16.8pp |
| Annual return | 19.12% | 69.37%-50.3pp | 62.79%-43.7pp | 220.34%-201.2pp |
| Employer contribution / active EE | $1,879 | $4,636-59.5% | $4,154-54.8% | $4,156-54.8% |
| Participant deferral / active EE | $1,571 | $6,166-74.5% | $5,453-71.2% | $6,407-75.5% |
| Admin fee / account holder | $33 | $16,471-99.8% | $14,116-99.8% | $12,270-99.7% |