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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 | $104,647 | $112,729-7.2% | $98,716+6.0% | $137,256-23.8% |
| Participation rate | 66.7% | 74.2%-7.6pp | 69.3%-2.6pp | 80.0%-13.3pp |
| Annual return | 36.98% | 38.48%-1.5pp | 31.81%+5.2pp | 220.34%-183.4pp |
| Employer contribution / active EE | $667 | $2,725-75.5% | $2,279-70.7% | $4,156-84.0% |
| Participant deferral / active EE | $788 | $4,640-83.0% | $4,048-80.5% | $6,407-87.7% |
| Admin fee / account holder | $0 | $10,129-100.0% | $8,703-100.0% | $12,270-100.0% |