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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 | $39,067 | $157,296-75.2% | $141,191-72.3% | $152,897-74.4% |
| Participation rate | 46.2% | 84.8%-38.7pp | 82.5%-36.3pp | 82.5%-36.3pp |
| Annual return | 24.33% | 64.34%-40.0pp | 71.41%-47.1pp | 345.43%-321.1pp |
| Employer contribution / active EE | $1,732 | $5,262-67.1% | $4,736-63.4% | $4,764-63.6% |
| Participant deferral / active EE | $2,189 | $7,111-69.2% | $6,710-67.4% | $5,851-62.6% |
| Admin fee / account holder | $285 | $12,125-97.7% | $10,264-97.2% | $11,599-97.5% |