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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 | $29,395 | $154,228-80.9% | $145,433-79.8% | $137,256-78.6% |
| Participation rate | 52.6% | 83.8%-31.2pp | 82.1%-29.5pp | 80.0%-27.3pp |
| Annual return | 21.45% | 74.59%-53.1pp | 66.58%-45.1pp | 220.34%-198.9pp |
| Employer contribution / active EE | $1,195 | $4,804-75.1% | $4,554-73.8% | $4,156-71.2% |
| Participant deferral / active EE | $1,359 | $8,216-83.5% | $7,897-82.8% | $6,407-78.8% |
| Admin fee / account holder | $0 | $14,344-100.0% | $13,129-100.0% | $12,270-100.0% |