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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 | $41,642 | $157,296-73.5% | $141,191-70.5% | $152,897-72.8% |
| Participation rate | 41.7% | 84.8%-43.2pp | 82.5%-40.8pp | 82.5%-40.8pp |
| Annual return | 21.73% | 64.34%-42.6pp | 71.41%-49.7pp | 345.43%-323.7pp |
| Employer contribution / active EE | $1,299 | $5,262-75.3% | $4,736-72.6% | $4,764-72.7% |
| Participant deferral / active EE | $1,550 | $7,111-78.2% | $6,710-76.9% | $5,851-73.5% |
| Admin fee / account holder | $52 | $12,125-99.6% | $10,264-99.5% | $11,599-99.6% |