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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 | $28,045 | $165,351-83.0% | $149,710-81.3% | $158,931-82.4% |
| Participation rate | 54.5% | 84.6%-30.0pp | 82.5%-27.9pp | 82.0%-27.4pp |
| Annual return | 23.60% | 348.19%-324.6pp | 276.63%-253.0pp | 302.86%-279.3pp |
| Employer contribution / active EE | $1,062 | $5,103-79.2% | $4,645-77.1% | $4,761-77.7% |
| Participant deferral / active EE | $2,123 | $7,181-70.4% | $6,842-69.0% | $5,982-64.5% |
| Admin fee / account holder | $101 | $10,807-99.1% | $9,309-98.9% | $11,247-99.1% |