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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 | $110,749 | $153,769-28.0% | $133,975-17.3% | $273,972-59.6% |
| Participation rate | 60.0% | 88.4%-28.4pp | 87.1%-27.1pp | 83.0%-23.0pp |
| Annual return | 15.40% | 36.51%-21.1pp | 29.29%-13.9pp | 41.46%-26.1pp |
| Employer contribution / active EE | $1,875 | $6,029-68.9% | $5,211-64.0% | $4,869-61.5% |
| Participant deferral / active EE | $1,920 | $6,958-72.4% | $6,282-69.4% | $5,287-63.7% |
| Admin fee / account holder | $0 | $11,765-100.0% | $9,324-100.0% | $10,133-100.0% |