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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 | $160,241 | $162,136-1.2% | $152,301+5.2% | $154,746+3.6% |
| Participation rate | 55.6% | 84.1%-28.6pp | 82.4%-26.9pp | 80.7%-25.1pp |
| Annual return | 16.96% | 91.02%-74.1pp | 80.50%-63.5pp | 172.34%-155.4pp |
| Employer contribution / active EE | $1,237 | $4,890-74.7% | $4,624-73.3% | $4,379-71.8% |
| Participant deferral / active EE | $1,730 | $8,341-79.3% | $8,004-78.4% | $6,730-74.3% |
| Admin fee / account holder | $27 | $15,759-99.8% | $14,398-99.8% | $14,365-99.8% |