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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 | $39,657 | $160,040-75.2% | $147,096-73.0% | $145,877-72.8% |
| Participation rate | 33.3% | 84.0%-50.7pp | 82.2%-48.8pp | 80.3%-47.0pp |
| Annual return | 19.63% | 98.49%-78.9pp | 419.75%-400.1pp | 551.28%-531.7pp |
| Employer contribution / active EE | $1,425 | $5,289-73.1% | $4,936-71.1% | $4,663-69.4% |
| Participant deferral / active EE | $1,710 | $8,429-79.7% | $8,071-78.8% | $6,691-74.4% |
| Admin fee / account holder | $20 | $15,050-99.9% | $13,005-99.8% | $13,402-99.9% |