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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 | $26,842 | $209,336-87.2% | $197,124-86.4% | $137,256-80.4% |
| Participation rate | 52.4% | 87.3%-34.9pp | 86.7%-34.3pp | 80.0%-27.6pp |
| Annual return | 22.92% | 48.09%-25.2pp | 44.34%-21.4pp | 220.34%-197.4pp |
| Employer contribution / active EE | $1,448 | $6,591-78.0% | $6,227-76.7% | $4,156-65.1% |
| Participant deferral / active EE | $1,629 | $9,614-83.1% | $9,135-82.2% | $6,407-74.6% |
| Admin fee / account holder | $0 | $17,308-100.0% | $16,298-100.0% | $12,270-100.0% |