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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 | $55,294 | $196,972-71.9% | $182,262-69.7% | $198,609-72.2% |
| Participation rate | 45.5% | 85.7%-40.2pp | 84.2%-38.8pp | 82.4%-36.9pp |
| Annual return | 18.08% | 158.27%-140.2pp | 140.60%-122.5pp | 202.70%-184.6pp |
| Employer contribution / active EE | $2,002 | $5,364-62.7% | $5,046-60.3% | $5,055-60.4% |
| Participant deferral / active EE | $3,367 | $8,643-61.0% | $8,276-59.3% | $6,977-51.7% |
| Admin fee / account holder | $0 | $18,429-100.0% | $16,712-100.0% | $19,030-100.0% |