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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 | $27,251 | $102,638-73.5% | $81,991-66.8% | $158,966-82.9% |
| Participation rate | 22.2% | 75.5%-53.3pp | 69.3%-47.0pp | 82.0%-59.7pp |
| Annual return | 26.18% | 61.05%-34.9pp | 41.31%-15.1pp | 302.95%-276.8pp |
| Employer contribution / active EE | $835 | $3,241-74.2% | $2,498-66.6% | $4,762-82.5% |
| Participant deferral / active EE | $954 | $4,649-79.5% | $3,722-74.4% | $5,983-84.1% |
| Admin fee / account holder | $164 | $8,237-98.0% | $5,665-97.1% | $11,250-98.5% |