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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 | $46,448 | $166,089-72.0% | $164,928-71.8% | $145,978-68.2% |
| Participation rate | 60.0% | 82.0%-22.0pp | 78.6%-18.6pp | 80.3%-20.3pp |
| Annual return | 10.51% | 100.26%-89.7pp | 70.08%-59.6pp | 550.52%-540.0pp |
| Employer contribution / active EE | $1,132 | $5,276-78.5% | $4,343-73.9% | $4,662-75.7% |
| Participant deferral / active EE | $1,533 | $6,961-78.0% | $6,034-74.6% | $6,690-77.1% |
| Admin fee / account holder | $0 | $16,641-100.0% | $12,684-100.0% | $13,400-100.0% |