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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 | $126,973 | $176,105-27.9% | $159,474-20.4% | $167,536-24.2% |
| Participation rate | 30.0% | 85.0%-55.0pp | 82.8%-52.8pp | 82.1%-52.1pp |
| Annual return | 18.92% | 331.91%-313.0pp | 263.68%-244.8pp | 478.82%-459.9pp |
| Employer contribution / active EE | $1,118 | $5,299-78.9% | $4,831-76.9% | $4,839-76.9% |
| Participant deferral / active EE | $1,690 | $7,751-78.2% | $7,353-77.0% | $6,342-73.4% |
| Admin fee / account holder | $0 | $12,559-100.0% | $10,802-100.0% | $12,315-100.0% |