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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 | $44,812 | $160,028-72.0% | $147,080-69.5% | $145,884-69.3% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 13.01% | 98.60%-85.6pp | 420.17%-407.2pp | 551.85%-538.8pp |
| Employer contribution / active EE | $1,880 | $5,286-64.4% | $4,933-61.9% | $4,662-59.7% |
| Participant deferral / active EE | $1,605 | $8,422-80.9% | $8,066-80.1% | $6,690-76.0% |
| Admin fee / account holder | $0 | $15,030-100.0% | $12,989-100.0% | $13,392-100.0% |