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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 | $84,114 | $196,972-57.3% | $182,262-53.9% | $198,609-57.6% |
| Participation rate | 66.7% | 85.7%-19.0pp | 84.2%-17.5pp | 82.4%-15.7pp |
| Annual return | 15.82% | 158.27%-142.5pp | 140.60%-124.8pp | 202.70%-186.9pp |
| Employer contribution / active EE | $1,459 | $5,364-72.8% | $5,046-71.1% | $5,055-71.1% |
| Participant deferral / active EE | $1,823 | $8,643-78.9% | $8,276-78.0% | $6,977-73.9% |
| Admin fee / account holder | $237 | $18,429-98.7% | $16,712-98.6% | $19,030-98.8% |