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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 | $19,909 | $148,623-86.6% | $135,974-85.4% | $139,466-85.7% |
| Participation rate | 57.1% | 83.9%-26.7pp | 81.9%-24.8pp | 80.3%-23.2pp |
| Annual return | 19.31% | 79.30%-60.0pp | 68.30%-49.0pp | 373.66%-354.4pp |
| Employer contribution / active EE | $1,127 | $5,246-78.5% | $4,859-76.8% | $4,754-76.3% |
| Participant deferral / active EE | $1,943 | $8,103-76.0% | $7,760-75.0% | $6,712-71.1% |
| Admin fee / account holder | $264 | $12,406-97.9% | $10,767-97.6% | $11,409-97.7% |