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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 | $185,312-88.8% | $161,489-87.2% | $154,746-86.6% |
| Participation rate | 63.2% | 82.5%-19.3pp | 78.7%-15.5pp | 80.7%-17.5pp |
| Annual return | 19.12% | 103.84%-84.7pp | 89.72%-70.6pp | 172.34%-153.2pp |
| Employer contribution / active EE | $1,879 | $4,769-60.6% | $4,268-56.0% | $4,379-57.1% |
| Participant deferral / active EE | $1,571 | $6,350-75.3% | $5,630-72.1% | $6,730-76.7% |
| Admin fee / account holder | $33 | $18,654-99.8% | $16,006-99.8% | $14,365-99.8% |