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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 | $69,277 | $148,582-53.4% | $135,942-49.0% | $139,456-50.3% |
| Participation rate | 53.8% | 83.9%-30.0pp | 81.9%-28.1pp | 80.3%-26.5pp |
| Annual return | 13.14% | 79.26%-66.1pp | 68.28%-55.1pp | 373.45%-360.3pp |
| Employer contribution / active EE | $1,338 | $5,245-74.5% | $4,858-72.5% | $4,753-71.9% |
| Participant deferral / active EE | $1,855 | $8,101-77.1% | $7,759-76.1% | $6,711-72.4% |
| Admin fee / account holder | $60 | $12,402-99.5% | $10,764-99.4% | $11,407-99.5% |