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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 | $31,669 | $160,070-80.2% | $147,117-78.5% | $145,897-78.3% |
| Participation rate | 60.0% | 84.0%-24.0pp | 82.2%-22.2pp | 80.3%-20.3pp |
| Annual return | 19.53% | 98.69%-79.2pp | 420.54%-401.0pp | 552.29%-532.8pp |
| Employer contribution / active EE | $1,555 | $5,285-70.6% | $4,932-68.5% | $4,663-66.7% |
| Participant deferral / active EE | $1,698 | $8,419-79.8% | $8,065-78.9% | $6,689-74.6% |
| Admin fee / account holder | $20 | $15,035-99.9% | $12,993-99.8% | $13,390-99.9% |