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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 | $30,456 | $201,370-84.9% | $184,256-83.5% | $145,897-79.1% |
| Participation rate | 68.4% | 87.5%-19.1pp | 86.8%-18.4pp | 80.3%-11.9pp |
| Annual return | 22.78% | 29.05%-6.3pp | 28.85%-6.1pp | 552.29%-529.5pp |
| Employer contribution / active EE | $0 | $7,024-100.0% | $6,427-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,039 | $9,808-79.2% | $9,133-77.7% | $6,689-69.5% |
| Admin fee / account holder | $0 | $16,364-100.0% | $13,899-100.0% | $13,390-100.0% |