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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 | $41,220 | $196,972-79.1% | $182,262-77.4% | $198,609-79.2% |
| Participation rate | 69.2% | 85.7%-16.5pp | 84.2%-15.0pp | 82.4%-13.1pp |
| Annual return | 16.17% | 158.27%-142.1pp | 140.60%-124.4pp | 202.70%-186.5pp |
| Employer contribution / active EE | $1,413 | $5,364-73.7% | $5,046-72.0% | $5,055-72.1% |
| Participant deferral / active EE | $1,505 | $8,643-82.6% | $8,276-81.8% | $6,977-78.4% |
| Admin fee / account holder | $40 | $18,429-99.8% | $16,712-99.8% | $19,030-99.8% |