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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 | $37,601 | $165,399-77.3% | $149,745-74.9% | $158,982-76.3% |
| Participation rate | 60.0% | 84.6%-24.6pp | 82.5%-22.5pp | 82.0%-22.0pp |
| Annual return | 22.70% | 348.34%-325.6pp | 276.72%-254.0pp | 302.99%-280.3pp |
| Employer contribution / active EE | $1,023 | $5,105-80.0% | $4,646-78.0% | $4,763-78.5% |
| Participant deferral / active EE | $1,534 | $7,183-78.6% | $6,843-77.6% | $5,983-74.4% |
| Admin fee / account holder | $161 | $10,811-98.5% | $9,312-98.3% | $11,252-98.6% |