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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 | $43,495 | $107,368-59.5% | $92,915-53.2% | $152,909-71.6% |
| Participation rate | 66.7% | 79.8%-13.1pp | 76.0%-9.3pp | 82.5%-15.8pp |
| Annual return | 14.73% | 145.64%-130.9pp | 109.45%-94.7pp | 345.46%-330.7pp |
| Employer contribution / active EE | $821 | $4,222-80.6% | $3,653-77.5% | $4,764-82.8% |
| Participant deferral / active EE | $1,011 | $4,848-79.2% | $4,238-76.2% | $5,851-82.7% |
| Admin fee / account holder | $20 | $7,082-99.7% | $5,796-99.7% | $11,601-99.8% |