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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 | $22,488 | $181,062-87.6% | $158,223-85.8% | $155,188-85.5% |
| Participation rate | 50.0% | 82.7%-32.7pp | 79.2%-29.2pp | 80.8%-30.8pp |
| Annual return | 17.48% | 57.39%-39.9pp | 52.09%-34.6pp | 148.84%-131.4pp |
| Employer contribution / active EE | $1,186 | $4,565-74.0% | $4,109-71.1% | $4,248-72.1% |
| Participant deferral / active EE | $1,696 | $6,134-72.4% | $5,467-69.0% | $6,531-74.0% |
| Admin fee / account holder | $167 | $18,825-99.1% | $16,047-99.0% | $14,480-98.8% |