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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 | $148,835 | $184,014-19.1% | $161,149-7.6% | $138,895+7.2% |
| Participation rate | 66.7% | 82.1%-15.4pp | 78.8%-12.2pp | 79.9%-13.3pp |
| Annual return | 17.28% | 21.52%-4.2pp | 21.16%-3.9pp | 145.39%-128.1pp |
| Employer contribution / active EE | $0 | $5,055-100.0% | $4,360-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $1,612 | $6,909-76.7% | $6,153-73.8% | $6,396-74.8% |
| Admin fee / account holder | $98 | $18,027-99.5% | $15,194-99.4% | $12,562-99.2% |