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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 | $99,555 | $172,111-42.2% | $150,298-33.8% | $137,256-27.5% |
| Participation rate | 28.6% | 81.7%-53.1pp | 77.8%-49.2pp | 80.0%-51.4pp |
| Annual return | 19.34% | 69.37%-50.0pp | 62.79%-43.4pp | 220.34%-201.0pp |
| Employer contribution / active EE | $1,213 | $4,636-73.8% | $4,154-70.8% | $4,156-70.8% |
| Participant deferral / active EE | $1,560 | $6,166-74.7% | $5,453-71.4% | $6,407-75.7% |
| Admin fee / account holder | $31 | $16,471-99.8% | $14,116-99.8% | $12,270-99.8% |