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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 | $36,039 | $180,466-80.0% | $154,114-76.6% | $135,382-73.4% |
| Participation rate | 42.9% | 87.4%-44.6pp | 83.0%-40.2pp | 82.6%-39.8pp |
| Annual return | 6.60% | 888.15%-881.6pp | 735.16%-728.6pp | 519.77%-513.2pp |
| Employer contribution / active EE | $2,825 | $6,035-53.2% | $5,298-46.7% | $4,779-40.9% |
| Participant deferral / active EE | $1,460 | $5,806-74.9% | $5,081-71.3% | $5,609-74.0% |
| Admin fee / account holder | $253 | $16,144-98.4% | $13,411-98.1% | $10,829-97.7% |