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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 | $20,269 | $185,312-89.1% | $161,489-87.4% | $154,746-86.9% |
| Participation rate | 66.7% | 82.5%-15.8pp | 78.7%-12.0pp | 80.7%-14.0pp |
| Annual return | 17.86% | 103.84%-86.0pp | 89.72%-71.9pp | 172.34%-154.5pp |
| Employer contribution / active EE | $1,360 | $4,769-71.5% | $4,268-68.1% | $4,379-69.0% |
| Participant deferral / active EE | $1,700 | $6,350-73.2% | $5,630-69.8% | $6,730-74.7% |
| Admin fee / account holder | $139 | $18,654-99.3% | $16,006-99.1% | $14,365-99.0% |