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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 | $34,140 | $166,268-79.5% | $165,100-79.3% | $145,897-76.6% |
| Participation rate | 50.0% | 82.0%-32.0pp | 78.6%-28.6pp | 80.3%-30.3pp |
| Annual return | 11.45% | 100.52%-89.1pp | 70.21%-58.8pp | 552.29%-540.8pp |
| Employer contribution / active EE | $1,234 | $5,284-76.7% | $4,348-71.6% | $4,663-73.5% |
| Participant deferral / active EE | $1,677 | $6,964-75.9% | $6,035-72.2% | $6,689-74.9% |
| Admin fee / account holder | $239 | $16,659-98.6% | $12,696-98.1% | $13,390-98.2% |