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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 | $202,809 | $94,749+114.0% | $112,899+79.6% | $139,466+45.4% |
| Participation rate | 50.0% | 81.3%-31.3pp | 80.5%-30.5pp | 80.3%-30.3pp |
| Annual return | 23.80% | 40.92%-17.1pp | 34.11%-10.3pp | 373.66%-349.9pp |
| Employer contribution / active EE | $1,624 | $4,630-64.9% | $4,566-64.4% | $4,754-65.8% |
| Participant deferral / active EE | $1,858 | $6,517-71.5% | $6,516-71.5% | $6,712-72.3% |
| Admin fee / account holder | $177 | $8,530-97.9% | $7,047-97.5% | $11,409-98.5% |