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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 | $32,315 | $111,535-71.0% | $105,223-69.3% | $137,256-76.5% |
| Participation rate | 62.5% | 78.1%-15.6pp | 75.0%-12.5pp | 80.0%-17.5pp |
| Annual return | 20.38% | 237.85%-217.5pp | 180.65%-160.3pp | 220.34%-200.0pp |
| Employer contribution / active EE | $1,215 | $3,939-69.2% | $3,689-67.1% | $4,156-70.8% |
| Participant deferral / active EE | $1,408 | $5,500-74.4% | $5,072-72.2% | $6,407-78.0% |
| Admin fee / account holder | $17 | $9,721-99.8% | $8,859-99.8% | $12,270-99.9% |