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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 | $16,169 | $70,666-77.1% | $169,385-90.5% | $75,181-78.5% |
| Participation rate | 46.5% | 64.8%-18.3pp | 77.2%-30.7pp | 67.2%-20.7pp |
| Annual return | 22.60% | 36.37%-13.8pp | 405.82%-383.2pp | 160.69%-138.1pp |
| Employer contribution / active EE | $448 | $2,210-79.7% | $4,012-88.8% | $2,671-83.2% |
| Participant deferral / active EE | $1,069 | $4,308-75.2% | $6,221-82.8% | $4,126-74.1% |
| Admin fee / account holder | $1 | $5,402-100.0% | $9,011-100.0% | $5,650-100.0% |