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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 | $116,911 | $78,428+49.1% | $95,960+21.8% | $79,852+46.4% |
| Participation rate | 44.4% | 73.5%-29.0pp | 77.1%-32.6pp | 69.6%-25.2pp |
| Annual return | 14.09% | 19.37%-5.3pp | 91.63%-77.5pp | 31.72%-17.6pp |
| Employer contribution / active EE | $793 | $1,945-59.2% | $2,541-68.8% | $2,471-67.9% |
| Participant deferral / active EE | $1,528 | $3,440-55.6% | $4,167-63.3% | $3,740-59.2% |
| Admin fee / account holder | $10 | $5,622-99.8% | $6,797-99.8% | $5,306-99.8% |