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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 | $25,384 | $159,978-84.1% | $147,041-82.7% | $145,978-82.6% |
| Participation rate | 60.0% | 84.0%-24.0pp | 82.2%-22.2pp | 80.3%-20.3pp |
| Annual return | 16.77% | 98.36%-81.6pp | 419.21%-402.4pp | 550.52%-533.8pp |
| Employer contribution / active EE | $1,617 | $5,288-69.4% | $4,935-67.2% | $4,662-65.3% |
| Participant deferral / active EE | $2,170 | $8,429-74.3% | $8,071-73.1% | $6,690-67.6% |
| Admin fee / account holder | $0 | $15,053-100.0% | $13,006-100.0% | $13,400-100.0% |