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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 | $19,111 | $225,673-91.5% | $203,872-90.6% | $155,188-87.7% |
| Participation rate | 30.8% | 80.3%-49.5pp | 77.8%-47.0pp | 80.8%-50.0pp |
| Annual return | 19.13% | 95.91%-76.8pp | 85.11%-66.0pp | 148.84%-129.7pp |
| Employer contribution / active EE | $321 | $4,099-92.2% | $3,757-91.5% | $4,248-92.4% |
| Participant deferral / active EE | $321 | $6,893-95.3% | $6,388-95.0% | $6,531-95.1% |
| Admin fee / account holder | $0 | $12,327-100.0% | $11,730-100.0% | $14,480-100.0% |