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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 | $111,414 | $93,598+19.0% | $135,974-18.1% | $75,173+48.2% |
| Participation rate | 68.3% | 75.2%-6.9pp | 81.9%-13.6pp | 67.2%+1.1pp |
| Annual return | 16.09% | 30.89%-14.8pp | 68.30%-52.2pp | 160.72%-144.6pp |
| Employer contribution / active EE | $1,099 | $3,538-68.9% | $4,859-77.4% | $2,671-58.9% |
| Participant deferral / active EE | $2,200 | $6,405-65.7% | $7,760-71.7% | $4,126-46.7% |
| Admin fee / account holder | $283 | $6,978-95.9% | $10,767-97.4% | $5,651-95.0% |