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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 | $58,264 | $98,766-41.0% | $149,730-61.1% | $79,852-27.0% |
| Participation rate | 60.6% | 75.8%-15.2pp | 82.5%-21.9pp | 69.6%-9.0pp |
| Annual return | 15.33% | 27.43%-12.1pp | 276.70%-261.4pp | 31.72%-16.4pp |
| Employer contribution / active EE | $1,170 | $3,217-63.6% | $4,645-74.8% | $2,471-52.7% |
| Participant deferral / active EE | $1,551 | $5,681-72.7% | $6,843-77.3% | $3,740-58.5% |
| Admin fee / account holder | $181 | $6,052-97.0% | $9,310-98.1% | $5,306-96.6% |