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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 | $143,772 | $183,592-21.7% | $155,574-7.6% | $145,877-1.4% |
| Participation rate | 54.2% | 82.7%-28.5pp | 78.2%-24.0pp | 80.3%-26.1pp |
| Annual return | 24.49% | 61.37%-36.9pp | 64.87%-40.4pp | 551.28%-526.8pp |
| Employer contribution / active EE | $5,376 | $5,317+1.1% | $4,676+15.0% | $4,663+15.3% |
| Participant deferral / active EE | $1,502 | $6,466-76.8% | $5,629-73.3% | $6,691-77.6% |
| Admin fee / account holder | $0 | $19,316-100.0% | $15,914-100.0% | $13,402-100.0% |