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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 | $16,281 | $110,337-85.2% | $102,383-84.1% | $145,877-88.8% |
| Participation rate | 65.0% | 77.9%-12.9pp | 74.5%-9.5pp | 80.3%-15.3pp |
| Annual return | 18.80% | 24.83%-6.0pp | 24.94%-6.1pp | 551.28%-532.5pp |
| Employer contribution / active EE | $944 | $4,216-77.6% | $3,870-75.6% | $4,663-79.8% |
| Participant deferral / active EE | $1,379 | $5,621-75.5% | $5,060-72.7% | $6,691-79.4% |
| Admin fee / account holder | $20 | $9,750-99.8% | $8,391-99.8% | $13,402-99.9% |