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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 | $60,768 | $223,823-72.9% | $211,142-71.2% | $154,746-60.7% |
| Participation rate | 60.0% | 87.9%-27.9pp | 87.3%-27.3pp | 80.7%-20.7pp |
| Annual return | 18.14% | 50.39%-32.3pp | 46.84%-28.7pp | 172.34%-154.2pp |
| Employer contribution / active EE | $1,494 | $6,787-78.0% | $6,442-76.8% | $4,379-65.9% |
| Participant deferral / active EE | $2,373 | $9,750-75.7% | $9,284-74.4% | $6,730-64.7% |
| Admin fee / account holder | $33 | $19,707-99.8% | $19,076-99.8% | $14,365-99.8% |