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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 | $17,808 | $94,749-81.2% | $112,899-84.2% | $139,466-87.2% |
| Participation rate | 57.1% | 81.3%-24.1pp | 80.5%-23.4pp | 80.3%-23.2pp |
| Annual return | 20.99% | 40.92%-19.9pp | 34.11%-13.1pp | 373.66%-352.7pp |
| Employer contribution / active EE | $1,397 | $4,630-69.8% | $4,566-69.4% | $4,754-70.6% |
| Participant deferral / active EE | $802 | $6,517-87.7% | $6,516-87.7% | $6,712-88.1% |
| Admin fee / account holder | $24 | $8,530-99.7% | $7,047-99.7% | $11,409-99.8% |