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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 | $75,959 | $160,028-52.5% | $147,080-48.4% | $145,884-47.9% |
| Participation rate | 44.4% | 84.0%-39.6pp | 82.2%-37.7pp | 80.3%-35.9pp |
| Annual return | 13.45% | 98.60%-85.1pp | 420.17%-406.7pp | 551.85%-538.4pp |
| Employer contribution / active EE | $1,665 | $5,286-68.5% | $4,933-66.3% | $4,662-64.3% |
| Participant deferral / active EE | $2,347 | $8,422-72.1% | $8,066-70.9% | $6,690-64.9% |
| Admin fee / account holder | $20 | $15,030-99.9% | $12,989-99.8% | $13,392-99.9% |