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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 | $129,737+12.3% | $119,126+22.4% | $154,746-5.8% |
| Participation rate | 66.7% | 78.9%-12.2pp | 75.8%-9.1pp | 80.7%-14.0pp |
| Annual return | 14.92% | 379.08%-364.2pp | 282.11%-267.2pp | 172.34%-157.4pp |
| Employer contribution / active EE | $1,083 | $4,375-75.2% | $4,034-73.1% | $4,379-75.3% |
| Participant deferral / active EE | $815 | $5,842-86.1% | $5,318-84.7% | $6,730-87.9% |
| Admin fee / account holder | $60 | $11,961-99.5% | $10,693-99.4% | $14,365-99.6% |