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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 | $43,455 | $148,629-70.8% | $135,982-68.0% | $139,487-68.8% |
| Participation rate | 66.7% | 83.9%-17.2pp | 81.9%-15.3pp | 80.3%-13.7pp |
| Annual return | 17.90% | 79.33%-61.4pp | 68.32%-50.4pp | 373.84%-355.9pp |
| Employer contribution / active EE | $1,016 | $5,247-80.6% | $4,859-79.1% | $4,755-78.6% |
| Participant deferral / active EE | $1,016 | $8,102-87.5% | $7,760-86.9% | $6,713-84.9% |
| Admin fee / account holder | $235 | $12,406-98.1% | $10,767-97.8% | $11,407-97.9% |