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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 | $34,250 | $178,174-80.8% | $156,181-78.1% | $137,256-75.0% |
| Participation rate | 42.9% | 82.0%-39.2pp | 78.8%-36.0pp | 80.0%-37.1pp |
| Annual return | 19.73% | 84.19%-64.5pp | 64.87%-45.1pp | 220.34%-200.6pp |
| Employer contribution / active EE | $1,127 | $4,972-77.3% | $4,294-73.8% | $4,156-72.9% |
| Participant deferral / active EE | $1,417 | $6,888-79.4% | $6,132-76.9% | $6,407-77.9% |
| Admin fee / account holder | $35 | $17,404-99.8% | $14,586-99.8% | $12,270-99.7% |