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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 | $27,274 | $181,062-84.9% | $158,223-82.8% | $155,188-82.4% |
| Participation rate | 66.7% | 82.7%-16.0pp | 79.2%-12.5pp | 80.8%-14.1pp |
| Annual return | 21.72% | 57.39%-35.7pp | 52.09%-30.4pp | 148.84%-127.1pp |
| Employer contribution / active EE | $1,342 | $4,565-70.6% | $4,109-67.3% | $4,248-68.4% |
| Participant deferral / active EE | $1,678 | $6,134-72.6% | $5,467-69.3% | $6,531-74.3% |
| Admin fee / account holder | $56 | $18,825-99.7% | $16,047-99.7% | $14,480-99.6% |