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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 | $145,757 | $111,535+30.7% | $105,223+38.5% | $137,256+6.2% |
| Participation rate | 66.7% | 78.1%-11.4pp | 75.0%-8.4pp | 80.0%-13.3pp |
| Annual return | 14.92% | 237.85%-222.9pp | 180.65%-165.7pp | 220.34%-205.4pp |
| Employer contribution / active EE | $1,083 | $3,939-72.5% | $3,689-70.6% | $4,156-73.9% |
| Participant deferral / active EE | $815 | $5,500-85.2% | $5,072-83.9% | $6,407-87.3% |
| Admin fee / account holder | $60 | $9,721-99.4% | $8,859-99.3% | $12,270-99.5% |