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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 | $46,151 | $217,432-78.8% | $185,851-75.2% | $167,553-72.5% |
| Participation rate | 58.3% | 86.1%-27.7pp | 81.7%-23.4pp | 82.1%-23.8pp |
| Annual return | 42.23% | 148.43%-106.2pp | 122.11%-79.9pp | 478.89%-436.7pp |
| Employer contribution / active EE | $1,395 | $5,874-76.3% | $5,168-73.0% | $4,840-71.2% |
| Participant deferral / active EE | $690 | $6,357-89.2% | $5,569-87.6% | $6,343-89.1% |
| Admin fee / account holder | $0 | $19,820-100.0% | $16,245-100.0% | $12,316-100.0% |