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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 | $31,108 | $202,342-84.6% | $172,752-82.0% | $152,897-79.7% |
| Participation rate | 69.2% | 87.1%-17.8pp | 82.6%-13.4pp | 82.5%-13.2pp |
| Annual return | 26.85% | 1029.83%-1003.0pp | 802.97%-776.1pp | 345.43%-318.6pp |
| Employer contribution / active EE | $1,431 | $5,858-75.6% | $5,144-72.2% | $4,764-70.0% |
| Participant deferral / active EE | $1,835 | $5,948-69.1% | $5,198-64.7% | $5,851-68.6% |
| Admin fee / account holder | $208 | $17,111-98.8% | $13,955-98.5% | $11,599-98.2% |