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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 | $181,062-88.8% | $158,223-87.2% | $155,188-86.9% |
| Participation rate | 66.7% | 82.7%-16.0pp | 79.2%-12.5pp | 80.8%-14.1pp |
| Annual return | 17.86% | 57.39%-39.5pp | 52.09%-34.2pp | 148.84%-131.0pp |
| Employer contribution / active EE | $1,360 | $4,565-70.2% | $4,109-66.9% | $4,248-68.0% |
| Participant deferral / active EE | $1,700 | $6,134-72.3% | $5,467-68.9% | $6,531-74.0% |
| Admin fee / account holder | $139 | $18,825-99.3% | $16,047-99.1% | $14,480-99.0% |