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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 | $48,381 | $228,352-78.8% | $185,835-74.0% | $158,966-69.6% |
| Participation rate | 33.3% | 82.3%-49.0pp | 78.0%-44.7pp | 82.0%-48.6pp |
| Annual return | 28.38% | 40.81%-12.4pp | 35.96%-7.6pp | 302.95%-274.6pp |
| Employer contribution / active EE | $11,347 | $4,967+128.5% | $4,087+177.6% | $4,762+138.3% |
| Participant deferral / active EE | $0 | $6,416-100.0% | $5,633-100.0% | $5,983-100.0% |
| Admin fee / account holder | $92 | $11,867-99.2% | $9,502-99.0% | $11,250-99.2% |