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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 | $185,312-53.3% | $161,489-46.4% | $154,746-44.0% |
| Participation rate | 66.7% | 82.5%-15.8pp | 78.7%-12.0pp | 80.7%-14.0pp |
| Annual return | 11.45% | 103.84%-92.4pp | 89.72%-78.3pp | 172.34%-160.9pp |
| Employer contribution / active EE | $3,170 | $4,769-33.5% | $4,268-25.7% | $4,379-27.6% |
| Participant deferral / active EE | $412 | $6,350-93.5% | $5,630-92.7% | $6,730-93.9% |
| Admin fee / account holder | $15 | $18,654-99.9% | $16,006-99.9% | $14,365-99.9% |