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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 | $69,453 | $157,304-55.8% | $141,197-50.8% | $152,909-54.6% |
| Participation rate | 68.2% | 84.8%-16.6pp | 82.5%-14.3pp | 82.5%-14.3pp |
| Annual return | 16.29% | 64.34%-48.0pp | 71.41%-55.1pp | 345.46%-329.2pp |
| Employer contribution / active EE | $1,195 | $5,263-77.3% | $4,736-74.8% | $4,764-74.9% |
| Participant deferral / active EE | $2,224 | $7,111-68.7% | $6,710-66.9% | $5,851-62.0% |
| Admin fee / account holder | $7 | $12,126-99.9% | $10,265-99.9% | $11,601-99.9% |