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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 | $109,750 | $97,125+13.0% | $86,233+27.3% | $137,256-20.0% |
| Participation rate | 37.5% | 74.2%-36.7pp | 69.0%-31.5pp | 80.0%-42.5pp |
| Annual return | 19.45% | 74.19%-54.7pp | 61.39%-41.9pp | 220.34%-200.9pp |
| Employer contribution / active EE | $577 | $2,841-79.7% | $2,504-76.9% | $4,156-86.1% |
| Participant deferral / active EE | $718 | $5,180-86.1% | $4,559-84.2% | $6,407-88.8% |
| Admin fee / account holder | $20 | $9,725-99.8% | $8,342-99.8% | $12,270-99.8% |