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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 | $29,131 | $183,539-84.1% | $155,556-81.3% | $145,897-80.0% |
| Participation rate | 69.2% | 82.7%-13.5pp | 78.2%-9.0pp | 80.3%-11.1pp |
| Annual return | 14.73% | 61.31%-46.6pp | 64.84%-50.1pp | 552.29%-537.6pp |
| Employer contribution / active EE | $4,944 | $5,315-7.0% | $4,675+5.7% | $4,663+6.0% |
| Participant deferral / active EE | $834 | $6,467-87.1% | $5,631-85.2% | $6,689-87.5% |
| Admin fee / account holder | $19 | $19,275-99.9% | $15,885-99.9% | $13,390-99.9% |