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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 | $17,749 | $99,053-82.1% | $88,179-79.9% | $138,895-87.2% |
| Participation rate | 66.7% | 74.2%-7.6pp | 69.1%-2.5pp | 79.9%-13.3pp |
| Annual return | 14.55% | 78.17%-63.6pp | 64.97%-50.4pp | 145.39%-130.8pp |
| Employer contribution / active EE | $423 | $2,882-85.3% | $2,549-83.4% | $4,194-89.9% |
| Participant deferral / active EE | $797 | $5,225-84.8% | $4,614-82.7% | $6,396-87.5% |
| Admin fee / account holder | $161 | $8,748-98.2% | $7,673-97.9% | $12,562-98.7% |