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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 | $129,737-37.4% | $119,126-31.8% | $154,746-47.5% |
| Participation rate | 27.3% | 78.9%-51.6pp | 75.8%-48.5pp | 80.7%-53.4pp |
| Annual return | 18.27% | 379.08%-360.8pp | 282.11%-263.8pp | 172.34%-154.1pp |
| Employer contribution / active EE | $1,085 | $4,375-75.2% | $4,034-73.1% | $4,379-75.2% |
| Participant deferral / active EE | $1,159 | $5,842-80.2% | $5,318-78.2% | $6,730-82.8% |
| Admin fee / account holder | $173 | $11,961-98.6% | $10,693-98.4% | $14,365-98.8% |