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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 | $16,188 | $105,145-84.6% | $94,664-82.9% | $139,466-88.4% |
| Participation rate | 59.1% | 82.4%-23.3pp | 80.8%-21.7pp | 80.3%-21.2pp |
| Annual return | 23.10% | 38.09%-15.0pp | 156.84%-133.7pp | 373.66%-350.6pp |
| Employer contribution / active EE | $1,335 | $4,107-67.5% | $3,673-63.6% | $4,754-71.9% |
| Participant deferral / active EE | $2,186 | $7,599-71.2% | $7,417-70.5% | $6,712-67.4% |
| Admin fee / account holder | $128 | $8,972-98.6% | $7,222-98.2% | $11,409-98.9% |