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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 | $131,370 | $100,970+30.1% | $96,576+36.0% | $137,256-4.3% |
| Participation rate | 40.0% | 82.6%-42.6pp | 81.4%-41.4pp | 80.0%-40.0pp |
| Annual return | 15.72% | 38.16%-22.4pp | 38.47%-22.8pp | 220.34%-204.6pp |
| Employer contribution / active EE | $222 | $3,809-94.2% | $3,553-93.7% | $4,156-94.7% |
| Participant deferral / active EE | $1,710 | $8,286-79.4% | $7,956-78.5% | $6,407-73.3% |
| Admin fee / account holder | $239 | $11,312-97.9% | $11,381-97.9% | $12,270-98.0% |