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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 | $79,260 | $110,379-28.2% | $102,412-22.6% | $145,884-45.7% |
| Participation rate | 30.8% | 77.9%-47.2pp | 74.5%-43.7pp | 80.3%-49.5pp |
| Annual return | 17.95% | 24.84%-6.9pp | 24.94%-7.0pp | 551.85%-533.9pp |
| Employer contribution / active EE | $1,322 | $4,216-68.6% | $3,870-65.8% | $4,662-71.6% |
| Participant deferral / active EE | $1,322 | $5,622-76.5% | $5,060-73.9% | $6,690-80.2% |
| Admin fee / account holder | $20 | $9,745-99.8% | $8,388-99.8% | $13,392-99.9% |