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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 | $41,408 | $176,786-76.6% | $146,643-71.8% | $167,536-75.3% |
| Participation rate | 60.0% | 83.6%-23.6pp | 80.1%-20.1pp | 82.1%-22.1pp |
| Annual return | 10.58% | 24.04%-13.5pp | 22.75%-12.2pp | 478.82%-468.2pp |
| Employer contribution / active EE | $22,475 | $5,161+335.5% | $4,137+443.3% | $4,839+364.5% |
| Participant deferral / active EE | $0 | $6,440-100.0% | $5,506-100.0% | $6,342-100.0% |
| Admin fee / account holder | $207 | $13,262-98.4% | $10,280-98.0% | $12,315-98.3% |