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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 | $134,357 | $155,555-13.6% | $146,866-8.5% | $155,188-13.4% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.5%-32.5pp | 80.8%-30.8pp |
| Annual return | 16.67% | 115.41%-98.7pp | 102.85%-86.2pp | 148.84%-132.2pp |
| Employer contribution / active EE | $2,160 | $4,647-53.5% | $4,425-51.2% | $4,248-49.1% |
| Participant deferral / active EE | $2,160 | $8,044-73.1% | $7,759-72.2% | $6,531-66.9% |
| Admin fee / account holder | $16 | $14,755-99.9% | $13,620-99.9% | $14,480-99.9% |