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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 | $34,193 | $158,827-78.5% | $121,208-71.8% | $135,382-74.7% |
| Participation rate | 66.7% | 79.3%-12.6pp | 71.8%-5.1pp | 82.6%-16.0pp |
| Annual return | 0.77% | -0.64%+1.4pp | 16.93%-16.2pp | 519.77%-519.0pp |
| Employer contribution / active EE | $8,167 | $5,666+44.1% | $4,023+103.0% | $4,779+70.9% |
| Participant deferral / active EE | $0 | $4,006-100.0% | $3,345-100.0% | $5,609-100.0% |
| Admin fee / account holder | $0 | $6,514-100.0% | $5,020-100.0% | $10,829-100.0% |