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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 | $26,077 | $97,751-73.3% | $103,447-74.8% | $145,877-82.1% |
| Participation rate | 57.1% | 81.1%-24.0pp | 80.5%-23.4pp | 80.3%-23.2pp |
| Annual return | 13.61% | 25.43%-11.8pp | 23.92%-10.3pp | 551.28%-537.7pp |
| Employer contribution / active EE | $2,113 | $4,684-54.9% | $4,678-54.8% | $4,663-54.7% |
| Participant deferral / active EE | $1,228 | $6,603-81.4% | $6,624-81.5% | $6,691-81.7% |
| Admin fee / account holder | $61 | $12,515-99.5% | $9,415-99.4% | $13,402-99.5% |