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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 | $111,814-77.8% | $103,374-76.0% | $145,959-83.0% |
| Participation rate | 31.3% | 77.9%-46.7pp | 74.5%-43.3pp | 80.3%-49.0pp |
| Annual return | 9.40% | 24.77%-15.4pp | 24.89%-15.5pp | 561.95%-552.6pp |
| Employer contribution / active EE | $1,245 | $4,214-70.5% | $3,869-67.8% | $4,661-73.3% |
| Participant deferral / active EE | $1,245 | $5,618-77.8% | $5,058-75.4% | $6,689-81.4% |
| Admin fee / account holder | $0 | $9,754-100.0% | $8,394-100.0% | $13,398-100.0% |