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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 | $57,021 | $157,829-63.9% | $136,867-58.3% | $198,609-71.3% |
| Participation rate | 61.5% | 77.2%-15.6pp | 74.5%-13.0pp | 82.4%-20.8pp |
| Annual return | 11.71% | 51.25%-39.5pp | 42.97%-31.3pp | 202.70%-191.0pp |
| Employer contribution / active EE | $1,033 | $3,923-73.7% | $3,547-70.9% | $5,055-79.6% |
| Participant deferral / active EE | $1,033 | $5,463-81.1% | $4,924-79.0% | $6,977-85.2% |
| Admin fee / account holder | $4 | $11,107-100.0% | $10,340-100.0% | $19,030-100.0% |