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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 | $79,790 | $162,136-50.8% | $152,301-47.6% | $154,746-48.4% |
| Participation rate | 17.4% | 84.1%-66.7pp | 82.4%-65.1pp | 80.7%-63.3pp |
| Annual return | 19.80% | 91.02%-71.2pp | 80.50%-60.7pp | 172.34%-152.5pp |
| Employer contribution / active EE | $1,046 | $4,890-78.6% | $4,624-77.4% | $4,379-76.1% |
| Participant deferral / active EE | $2,431 | $8,341-70.9% | $8,004-69.6% | $6,730-63.9% |
| Admin fee / account holder | $0 | $15,759-100.0% | $14,398-100.0% | $14,365-100.0% |