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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 | $38,100 | $209,425-81.8% | $178,499-78.7% | $158,966-76.0% |
| Participation rate | 44.4% | 86.4%-41.9pp | 81.9%-37.5pp | 82.0%-37.5pp |
| Annual return | 27.64% | 188.80%-161.2pp | 151.10%-123.5pp | 302.95%-275.3pp |
| Employer contribution / active EE | $1,205 | $5,707-78.9% | $5,011-76.0% | $4,762-74.7% |
| Participant deferral / active EE | $1,631 | $5,955-72.6% | $5,202-68.6% | $5,983-72.7% |
| Admin fee / account holder | $60 | $17,078-99.7% | $13,986-99.6% | $11,250-99.5% |