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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 | $26,201 | $175,231-85.0% | $149,696-82.5% | $139,466-81.2% |
| Participation rate | 66.7% | 83.4%-16.7pp | 78.8%-12.1pp | 80.3%-13.7pp |
| Annual return | 15.72% | 166.77%-151.1pp | 134.46%-118.7pp | 373.66%-357.9pp |
| Employer contribution / active EE | $1,776 | $5,478-67.6% | $4,821-63.2% | $4,754-62.7% |
| Participant deferral / active EE | $1,333 | $6,521-79.6% | $5,682-76.5% | $6,712-80.1% |
| Admin fee / account holder | $300 | $16,155-98.1% | $13,212-97.7% | $11,409-97.4% |