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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 | $71,242 | $185,312-61.6% | $161,489-55.9% | $154,746-54.0% |
| Participation rate | 25.0% | 82.5%-57.5pp | 78.7%-53.7pp | 80.7%-55.7pp |
| Annual return | 16.15% | 103.84%-87.7pp | 89.72%-73.6pp | 172.34%-156.2pp |
| Employer contribution / active EE | $1,102 | $4,769-76.9% | $4,268-74.2% | $4,379-74.8% |
| Participant deferral / active EE | $0 | $6,350-100.0% | $5,630-100.0% | $6,730-100.0% |
| Admin fee / account holder | $20 | $18,654-99.9% | $16,006-99.9% | $14,365-99.9% |