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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 | $55,192 | $88,672-37.8% | $105,223-47.5% | $82,448-33.1% |
| Participation rate | 22.7% | 67.9%-45.2pp | 75.0%-52.3pp | 68.1%-45.3pp |
| Annual return | 19.06% | 30.86%-11.8pp | 180.65%-161.6pp | 41.64%-22.6pp |
| Employer contribution / active EE | $1,472 | $3,048-51.7% | $3,689-60.1% | $2,551-42.3% |
| Participant deferral / active EE | $1,375 | $4,036-65.9% | $5,072-72.9% | $4,139-66.8% |
| Admin fee / account holder | $13 | $7,146-99.8% | $8,859-99.8% | $7,234-99.8% |