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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 | $15,373 | $110,410-86.1% | $102,437-85.0% | $145,897-89.5% |
| Participation rate | 56.3% | 77.9%-21.7pp | 74.5%-18.3pp | 80.3%-24.1pp |
| Annual return | 40.14% | 24.85%+15.3pp | 24.95%+15.2pp | 552.29%-512.1pp |
| Employer contribution / active EE | $937 | $4,217-77.8% | $3,871-75.8% | $4,663-79.9% |
| Participant deferral / active EE | $1,335 | $5,622-76.3% | $5,060-73.6% | $6,689-80.0% |
| Admin fee / account holder | $23 | $9,745-99.8% | $8,388-99.7% | $13,390-99.8% |