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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 | $89,464 | $96,558-7.3% | $80,977+10.5% | $273,972-67.3% |
| Participation rate | 33.3% | 79.1%-45.7pp | 75.8%-42.5pp | 83.0%-49.7pp |
| Annual return | 5.18% | 15.14%-10.0pp | 17.11%-11.9pp | 41.46%-36.3pp |
| Employer contribution / active EE | $727 | $4,869-85.1% | $3,715-80.4% | $4,869-85.1% |
| Participant deferral / active EE | $1,049 | $6,598-84.1% | $5,696-81.6% | $5,287-80.2% |
| Admin fee / account holder | $0 | $7,493-100.0% | $5,517-100.0% | $10,133-100.0% |