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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 | $91,768 | $166,242-44.8% | $165,071-44.4% | $145,884-37.1% |
| Participation rate | 66.7% | 82.0%-15.4pp | 78.6%-12.0pp | 80.3%-13.6pp |
| Annual return | 12.36% | 100.44%-88.1pp | 70.17%-57.8pp | 551.85%-539.5pp |
| Employer contribution / active EE | $1,536 | $5,283-70.9% | $4,347-64.7% | $4,662-67.1% |
| Participant deferral / active EE | $1,894 | $6,964-72.8% | $6,035-68.6% | $6,690-71.7% |
| Admin fee / account holder | $115 | $16,658-99.3% | $12,695-99.1% | $13,392-99.1% |