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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 | $36,446 | $174,379-79.1% | $152,093-76.0% | $138,895-73.8% |
| Participation rate | 45.0% | 81.6%-36.6pp | 77.8%-32.8pp | 79.9%-34.9pp |
| Annual return | 16.78% | 74.86%-58.1pp | 66.36%-49.6pp | 145.39%-128.6pp |
| Employer contribution / active EE | $1,057 | $4,652-77.3% | $4,175-74.7% | $4,194-74.8% |
| Participant deferral / active EE | $1,399 | $6,159-77.3% | $5,451-74.3% | $6,396-78.1% |
| Admin fee / account holder | $23 | $16,880-99.9% | $14,497-99.8% | $12,562-99.8% |