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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 | $80,397 | $154,228-47.9% | $145,433-44.7% | $137,256-41.4% |
| Participation rate | 41.2% | 83.8%-42.6pp | 82.1%-40.9pp | 80.0%-38.8pp |
| Annual return | 15.51% | 74.59%-59.1pp | 66.58%-51.1pp | 220.34%-204.8pp |
| Employer contribution / active EE | $941 | $4,804-80.4% | $4,554-79.3% | $4,156-77.4% |
| Participant deferral / active EE | $1,212 | $8,216-85.2% | $7,897-84.7% | $6,407-81.1% |
| Admin fee / account holder | $5 | $14,344-100.0% | $13,129-100.0% | $12,270-100.0% |