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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 | $46,765 | $154,193-69.7% | $130,045-64.0% | $139,466-66.5% |
| Participation rate | 44.4% | 82.0%-37.5pp | 78.5%-34.1pp | 80.3%-35.9pp |
| Annual return | 15.62% | 32.51%-16.9pp | -137.30%+152.9pp | 373.66%-358.0pp |
| Employer contribution / active EE | $1,144 | $5,292-78.4% | $4,321-73.5% | $4,754-75.9% |
| Participant deferral / active EE | $1,289 | $6,709-80.8% | $5,820-77.9% | $6,712-80.8% |
| Admin fee / account holder | $30 | $13,989-99.8% | $10,600-99.7% | $11,409-99.7% |