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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 | $17,849 | $172,111-89.6% | $150,298-88.1% | $137,256-87.0% |
| Participation rate | 60.0% | 81.7%-21.7pp | 77.8%-17.8pp | 80.0%-20.0pp |
| Annual return | 16.36% | 69.37%-53.0pp | 62.79%-46.4pp | 220.34%-204.0pp |
| Employer contribution / active EE | $1,241 | $4,636-73.2% | $4,154-70.1% | $4,156-70.1% |
| Participant deferral / active EE | $1,241 | $6,166-79.9% | $5,453-77.2% | $6,407-80.6% |
| Admin fee / account holder | $1 | $16,471-100.0% | $14,116-100.0% | $12,270-100.0% |