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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 | $24,814 | $110,337-77.5% | $102,383-75.8% | $145,877-83.0% |
| Participation rate | 31.3% | 77.9%-46.7pp | 74.5%-43.3pp | 80.3%-49.1pp |
| Annual return | 9.40% | 24.83%-15.4pp | 24.94%-15.5pp | 551.28%-541.9pp |
| Employer contribution / active EE | $1,245 | $4,216-70.5% | $3,870-67.8% | $4,663-73.3% |
| Participant deferral / active EE | $1,245 | $5,621-77.9% | $5,060-75.4% | $6,691-81.4% |
| Admin fee / account holder | $0 | $9,750-100.0% | $8,391-100.0% | $13,402-100.0% |