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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 | $117,681 | $159,934-26.4% | $147,005-19.9% | $145,959-19.4% |
| Participation rate | 57.1% | 84.0%-26.9pp | 82.2%-25.0pp | 80.3%-23.1pp |
| Annual return | 11.95% | 98.24%-86.3pp | 418.76%-406.8pp | 561.95%-550.0pp |
| Employer contribution / active EE | $1,367 | $5,287-74.2% | $4,934-72.3% | $4,661-70.7% |
| Participant deferral / active EE | $1,872 | $8,427-77.8% | $8,070-76.8% | $6,689-72.0% |
| Admin fee / account holder | $59 | $15,053-99.6% | $13,006-99.5% | $13,398-99.6% |