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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 | $34,734 | $176,120-80.3% | $159,487-78.2% | $167,553-79.3% |
| Participation rate | 50.0% | 85.0%-35.0pp | 82.8%-32.8pp | 82.1%-32.1pp |
| Annual return | 17.62% | 331.95%-314.3pp | 263.71%-246.1pp | 478.89%-461.3pp |
| Employer contribution / active EE | $984 | $5,299-81.4% | $4,831-79.6% | $4,840-79.7% |
| Participant deferral / active EE | $2,247 | $7,752-71.0% | $7,354-69.4% | $6,343-64.6% |
| Admin fee / account holder | $175 | $12,561-98.6% | $10,804-98.4% | $12,316-98.6% |