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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 | $66,377 | $210,991-68.5% | $153,741-56.8% | $145,897-54.5% |
| Participation rate | 60.0% | 82.1%-22.1pp | 77.1%-17.1pp | 80.3%-20.3pp |
| Annual return | 9.05% | 13.46%-4.4pp | 15.71%-6.7pp | 552.29%-543.2pp |
| Employer contribution / active EE | $2,080 | $6,057-65.7% | $5,042-58.7% | $4,663-55.4% |
| Participant deferral / active EE | $2,120 | $7,979-73.4% | $6,757-68.6% | $6,689-68.3% |
| Admin fee / account holder | $20 | $19,490-99.9% | $12,749-99.8% | $13,390-99.9% |