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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 | $136,860-41.1% | $120,344-33.1% | $154,746-47.9% |
| Participation rate | 38.5% | 79.9%-41.4pp | 76.7%-38.2pp | 80.7%-42.2pp |
| Annual return | 13.10% | 21.38%-8.3pp | 20.30%-7.2pp | 172.34%-159.2pp |
| Employer contribution / active EE | $1,145 | $3,533-67.6% | $3,020-62.1% | $4,379-73.8% |
| Participant deferral / active EE | $1,821 | $5,793-68.6% | $5,135-64.5% | $6,730-73.0% |
| Admin fee / account holder | $12 | $15,393-99.9% | $12,742-99.9% | $14,365-99.9% |