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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 | $80,645 | $155,555-48.2% | $146,866-45.1% | $155,188-48.0% |
| Participation rate | 53.3% | 84.0%-30.6pp | 82.5%-29.2pp | 80.8%-27.5pp |
| Annual return | 22.51% | 115.41%-92.9pp | 102.85%-80.3pp | 148.84%-126.3pp |
| Employer contribution / active EE | $1,128 | $4,647-75.7% | $4,425-74.5% | $4,248-73.4% |
| Participant deferral / active EE | $1,978 | $8,044-75.4% | $7,759-74.5% | $6,531-69.7% |
| Admin fee / account holder | $0 | $14,755-100.0% | $13,620-100.0% | $14,480-100.0% |