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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 | $57,123 | $209,874-72.8% | $189,537-69.9% | $167,536-65.9% |
| Participation rate | 66.7% | 88.7%-22.0pp | 87.8%-21.1pp | 82.1%-15.4pp |
| Annual return | 15.91% | 748.61%-732.7pp | 555.34%-539.4pp | 478.82%-462.9pp |
| Employer contribution / active EE | $3,400 | $6,913-50.8% | $6,161-44.8% | $4,839-29.7% |
| Participant deferral / active EE | $3,400 | $8,934-61.9% | $8,220-58.6% | $6,342-46.4% |
| Admin fee / account holder | $20 | $14,299-99.9% | $12,048-99.8% | $12,315-99.8% |