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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 | $40,346 | $209,874-80.8% | $189,537-78.7% | $167,536-75.9% |
| Participation rate | 66.7% | 88.7%-22.0pp | 87.8%-21.1pp | 82.1%-15.4pp |
| Annual return | 13.54% | 748.61%-735.1pp | 555.34%-541.8pp | 478.82%-465.3pp |
| Employer contribution / active EE | $1,536 | $6,913-77.8% | $6,161-75.1% | $4,839-68.3% |
| Participant deferral / active EE | $2,985 | $8,934-66.6% | $8,220-63.7% | $6,342-52.9% |
| Admin fee / account holder | $262 | $14,299-98.2% | $12,048-97.8% | $12,315-97.9% |