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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 | $80,561 | $124,425-35.3% | $112,040-28.1% | $137,256-41.3% |
| Participation rate | 38.5% | 79.3%-40.8pp | 76.5%-38.0pp | 80.0%-41.5pp |
| Annual return | 13.10% | 24.72%-11.6pp | 24.52%-11.4pp | 220.34%-207.2pp |
| Employer contribution / active EE | $1,145 | $3,411-66.4% | $2,954-61.2% | $4,156-72.4% |
| Participant deferral / active EE | $1,821 | $5,718-68.2% | $5,098-64.3% | $6,407-71.6% |
| Admin fee / account holder | $12 | $15,207-99.9% | $12,098-99.9% | $12,270-99.9% |