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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 | $101,724 | $58,969+72.5% | $129,406-21.4% | $77,762+30.8% |
| Participation rate | 12.8% | 59.5%-46.7pp | 69.6%-56.9pp | 70.6%-57.8pp |
| Annual return | 14.72% | 24.78%-10.1pp | 9468.18%-9453.5pp | 31.27%-16.6pp |
| Employer contribution / active EE | $455 | $1,959-76.8% | $4,155-89.1% | $2,728-83.3% |
| Participant deferral / active EE | $891 | $3,224-72.4% | $4,167-78.6% | $4,651-80.9% |
| Admin fee / account holder | $132 | $593-77.7% | $7,689-98.3% | $433-69.4% |