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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 | $54,194 | $160,070-66.1% | $147,117-63.2% | $145,897-62.9% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 11.94% | 98.69%-86.7pp | 420.54%-408.6pp | 552.29%-540.3pp |
| Employer contribution / active EE | $1,667 | $5,285-68.5% | $4,932-66.2% | $4,663-64.3% |
| Participant deferral / active EE | $2,033 | $8,419-75.8% | $8,065-74.8% | $6,689-69.6% |
| Admin fee / account holder | $78 | $15,035-99.5% | $12,993-99.4% | $13,390-99.4% |