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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 | $45,131 | $159,978-71.8% | $147,041-69.3% | $145,978-69.1% |
| Participation rate | 33.3% | 84.0%-50.7pp | 82.2%-48.8pp | 80.3%-47.0pp |
| Annual return | 16.10% | 98.36%-82.3pp | 419.21%-403.1pp | 550.52%-534.4pp |
| Employer contribution / active EE | $5,000 | $5,288-5.4% | $4,935+1.3% | $4,662+7.3% |
| Participant deferral / active EE | $1,733 | $8,429-79.4% | $8,071-78.5% | $6,690-74.1% |
| Admin fee / account holder | $0 | $15,053-100.0% | $13,006-100.0% | $13,400-100.0% |