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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 | $41,659 | $198,461-79.0% | $170,436-75.6% | $147,585-71.8% |
| Participation rate | 54.5% | 88.0%-33.4pp | 83.6%-29.1pp | 82.8%-28.3pp |
| Annual return | 18.36% | 257.30%-238.9pp | 205.94%-187.6pp | 578.57%-560.2pp |
| Employer contribution / active EE | $1,439 | $6,184-76.7% | $5,433-73.5% | $4,876-70.5% |
| Participant deferral / active EE | $1,175 | $5,629-79.1% | $4,939-76.2% | $5,439-78.4% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,880-100.0% | $10,885-100.0% |