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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 | $81,213 | $111,535-27.2% | $105,223-22.8% | $137,256-40.8% |
| Participation rate | 27.3% | 78.1%-50.8pp | 75.0%-47.8pp | 80.0%-52.7pp |
| Annual return | 18.27% | 237.85%-219.6pp | 180.65%-162.4pp | 220.34%-202.1pp |
| Employer contribution / active EE | $1,085 | $3,939-72.5% | $3,689-70.6% | $4,156-73.9% |
| Participant deferral / active EE | $1,159 | $5,500-78.9% | $5,072-77.1% | $6,407-81.9% |
| Admin fee / account holder | $173 | $9,721-98.2% | $8,859-98.0% | $12,270-98.6% |