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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 | $61,575 | $233,029-73.6% | $140,514-56.2% | - |
| Participation rate | 64.6% | 65.5%-0.8pp | 77.8%-13.2pp | - |
| Annual return | 26.98% | 5.57%+21.4pp | 14.36%+12.6pp | - |
| Employer contribution / active EE | $0 | $2,250-100.0% | $3,378-100.0% | - |
| Participant deferral / active EE | $3,372 | $4,212-19.9% | $4,919-31.4% | - |
| Admin fee / account holder | $257 | $49,244-99.5% | $13,697-98.1% | - |