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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 | $142,972 | $132,099+8.2% | $115,599+23.7% | $138,895+2.9% |
| Participation rate | 16.7% | 77.9%-61.2pp | 74.3%-57.6pp | 79.9%-63.3pp |
| Annual return | 13.99% | 176.76%-162.8pp | 111.10%-97.1pp | 145.39%-131.4pp |
| Employer contribution / active EE | $694 | $3,416-79.7% | $2,955-76.5% | $4,194-83.5% |
| Participant deferral / active EE | $1,025 | $5,617-81.8% | $4,889-79.0% | $6,396-84.0% |
| Admin fee / account holder | $0 | $15,650-100.0% | $12,841-100.0% | $12,562-100.0% |