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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 | $22,082 | $65,434-66.3% | $98,483-77.6% | $85,847-74.3% |
| Participation rate | 68.8% | 65.0%+3.7pp | 73.3%-4.6pp | 69.3%-0.6pp |
| Annual return | 25.51% | 21.75%+3.8pp | 1494.38%-1468.9pp | 318.61%-293.1pp |
| Employer contribution / active EE | $1,418 | $2,169-34.6% | $2,961-52.1% | $2,565-44.7% |
| Participant deferral / active EE | $872 | $3,168-72.5% | $4,276-79.6% | $3,952-77.9% |
| Admin fee / account holder | $147 | $4,595-96.8% | $5,953-97.5% | $6,261-97.6% |