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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 | $40,382 | $142,354-71.6% | $125,529-67.8% | $155,188-74.0% |
| Participation rate | 57.1% | 78.1%-20.9pp | 74.7%-17.6pp | 80.8%-23.7pp |
| Annual return | 9.52% | 306.06%-296.5pp | 202.56%-193.0pp | 148.84%-139.3pp |
| Employer contribution / active EE | $651 | $3,501-81.4% | $3,058-78.7% | $4,248-84.7% |
| Participant deferral / active EE | $1,303 | $5,491-76.3% | $4,813-72.9% | $6,531-80.1% |
| Admin fee / account holder | $0 | $19,392-100.0% | $16,298-100.0% | $14,480-100.0% |