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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 | $86,582 | $181,062-52.2% | $158,223-45.3% | $155,188-44.2% |
| Participation rate | 66.7% | 82.7%-16.0pp | 79.2%-12.5pp | 80.8%-14.1pp |
| Annual return | 11.45% | 57.39%-45.9pp | 52.09%-40.6pp | 148.84%-137.4pp |
| Employer contribution / active EE | $3,170 | $4,565-30.5% | $4,109-22.8% | $4,248-25.4% |
| Participant deferral / active EE | $412 | $6,134-93.3% | $5,467-92.5% | $6,531-93.7% |
| Admin fee / account holder | $15 | $18,825-99.9% | $16,047-99.9% | $14,480-99.9% |