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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 | $20,594 | $117,904-82.5% | $102,457-79.9% | $145,978-85.9% |
| Participation rate | 42.9% | 78.6%-35.7pp | 76.5%-33.6pp | 80.3%-37.4pp |
| Annual return | 13.03% | 31.80%-18.8pp | 29.41%-16.4pp | 550.52%-537.5pp |
| Employer contribution / active EE | $1,280 | $3,613-64.6% | $3,022-57.6% | $4,662-72.5% |
| Participant deferral / active EE | $1,578 | $5,733-72.5% | $5,054-68.8% | $6,690-76.4% |
| Admin fee / account holder | $20 | $13,329-99.8% | $9,451-99.8% | $13,400-99.9% |