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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 | $37,912 | $162,136-76.6% | $152,301-75.1% | $154,746-75.5% |
| Participation rate | 50.0% | 84.1%-34.1pp | 82.4%-32.4pp | 80.7%-30.7pp |
| Annual return | 11.95% | 91.02%-79.1pp | 80.50%-68.6pp | 172.34%-160.4pp |
| Employer contribution / active EE | $1,283 | $4,890-73.8% | $4,624-72.3% | $4,379-70.7% |
| Participant deferral / active EE | $1,512 | $8,341-81.9% | $8,004-81.1% | $6,730-77.5% |
| Admin fee / account holder | $8 | $15,759-99.9% | $14,398-99.9% | $14,365-99.9% |