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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 | $45,435 | $72,273-37.1% | $101,275-55.1% | $79,856-43.1% |
| Participation rate | 46.2% | 68.5%-22.3pp | 75.8%-29.7pp | 69.6%-23.5pp |
| Annual return | 22.73% | 22.30%+0.4pp | 46.48%-23.7pp | 31.71%-9.0pp |
| Employer contribution / active EE | $847 | $2,691-68.5% | $3,660-76.9% | $2,471-65.7% |
| Participant deferral / active EE | $1,061 | $3,282-67.7% | $4,371-75.7% | $3,741-71.6% |
| Admin fee / account holder | $6 | $4,401-99.9% | $5,948-99.9% | $5,306-99.9% |