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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 | $125,045 | $157,304-20.5% | $141,197-11.4% | $152,909-18.2% |
| Participation rate | 20.0% | 84.8%-64.8pp | 82.5%-62.5pp | 82.5%-62.5pp |
| Annual return | 16.53% | 64.34%-47.8pp | 71.41%-54.9pp | 345.46%-328.9pp |
| Employer contribution / active EE | $1,092 | $5,263-79.2% | $4,736-76.9% | $4,764-77.1% |
| Participant deferral / active EE | $2,098 | $7,111-70.5% | $6,710-68.7% | $5,851-64.1% |
| Admin fee / account holder | $0 | $12,126-100.0% | $10,265-100.0% | $11,601-100.0% |