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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 | $127,921 | $100,970+26.7% | $96,576+32.5% | $137,256-6.8% |
| Participation rate | 40.0% | 82.6%-42.6pp | 81.4%-41.4pp | 80.0%-40.0pp |
| Annual return | 0.00% | 38.16%-38.2pp | 38.47%-38.5pp | 220.34%-220.3pp |
| Employer contribution / active EE | $1,512 | $3,809-60.3% | $3,553-57.4% | $4,156-63.6% |
| Participant deferral / active EE | $1,512 | $8,286-81.8% | $7,956-81.0% | $6,407-76.4% |
| Admin fee / account holder | $10 | $11,312-99.9% | $11,381-99.9% | $12,270-99.9% |