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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 | $53,001 | $157,296-66.3% | $141,191-62.5% | $152,897-65.3% |
| Participation rate | 66.7% | 84.8%-18.2pp | 82.5%-15.8pp | 82.5%-15.8pp |
| Annual return | 58.66% | 64.34%-5.7pp | 71.41%-12.8pp | 345.43%-286.8pp |
| Employer contribution / active EE | $1,150 | $5,262-78.2% | $4,736-75.7% | $4,764-75.9% |
| Participant deferral / active EE | $1,563 | $7,111-78.0% | $6,710-76.7% | $5,851-73.3% |
| Admin fee / account holder | $16 | $12,125-99.9% | $10,264-99.8% | $11,599-99.9% |