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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 | $75,794 | $185,856-59.2% | $170,028-55.4% | $139,456-45.7% |
| Participation rate | 66.7% | 87.8%-21.1pp | 87.0%-20.3pp | 80.3%-13.7pp |
| Annual return | 30.25% | 60.52%-30.3pp | 53.39%-23.1pp | 373.45%-343.2pp |
| Employer contribution / active EE | $6,667 | $7,593-12.2% | $6,788-1.8% | $4,753+40.3% |
| Participant deferral / active EE | $0 | $11,623-100.0% | $10,409-100.0% | $6,711-100.0% |
| Admin fee / account holder | $102 | $15,387-99.3% | $12,820-99.2% | $11,407-99.1% |