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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 | $29,483 | $154,209-80.9% | $130,062-77.3% | $139,487-78.9% |
| Participation rate | 45.8% | 82.0%-36.1pp | 78.5%-32.7pp | 80.3%-34.5pp |
| Annual return | 14.67% | 32.52%-17.8pp | -137.37%+152.0pp | 373.84%-359.2pp |
| Employer contribution / active EE | $1,403 | $5,292-73.5% | $4,322-67.5% | $4,755-70.5% |
| Participant deferral / active EE | $1,519 | $6,709-77.4% | $5,821-73.9% | $6,713-77.4% |
| Admin fee / account holder | $215 | $13,988-98.5% | $10,601-98.0% | $11,407-98.1% |