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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 | $24,152 | $155,555-84.5% | $146,866-83.6% | $155,188-84.4% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.5%-15.8pp | 80.8%-14.1pp |
| Annual return | 17.29% | 115.41%-98.1pp | 102.85%-85.6pp | 148.84%-131.6pp |
| Employer contribution / active EE | $795 | $4,647-82.9% | $4,425-82.0% | $4,248-81.3% |
| Participant deferral / active EE | $795 | $8,044-90.1% | $7,759-89.7% | $6,531-87.8% |
| Admin fee / account holder | $42 | $14,755-99.7% | $13,620-99.7% | $14,480-99.7% |