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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 | $108,882+0.8% | $96,754+13.4% | $154,746-29.1% |
| Participation rate | 37.5% | 75.1%-37.6pp | 70.3%-32.8pp | 80.7%-43.2pp |
| Annual return | 19.45% | 98.39%-78.9pp | 82.04%-62.6pp | 172.34%-152.9pp |
| Employer contribution / active EE | $577 | $3,018-80.9% | $2,679-78.4% | $4,379-86.8% |
| Participant deferral / active EE | $718 | $5,323-86.5% | $4,758-84.9% | $6,730-89.3% |
| Admin fee / account holder | $20 | $10,200-99.8% | $8,905-99.8% | $14,365-99.9% |