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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 | $175,043 | $97,289+79.9% | $92,805+88.6% | $155,188+12.8% |
| Participation rate | 66.7% | 84.2%-17.5pp | 83.5%-16.8pp | 80.8%-14.1pp |
| Annual return | 17.33% | 29.03%-11.7pp | 31.59%-14.3pp | 148.84%-131.5pp |
| Employer contribution / active EE | $27 | $3,632-99.3% | $3,424-99.2% | $4,248-99.4% |
| Participant deferral / active EE | $533 | $8,795-93.9% | $8,448-93.7% | $6,531-91.8% |
| Admin fee / account holder | $176 | $12,015-98.5% | $10,911-98.4% | $14,480-98.8% |