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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 | $27,247 | $129,737-79.0% | $119,126-77.1% | $154,746-82.4% |
| Participation rate | 33.3% | 78.9%-45.5pp | 75.8%-42.4pp | 80.7%-47.4pp |
| Annual return | 25.29% | 379.08%-353.8pp | 282.11%-256.8pp | 172.34%-147.0pp |
| Employer contribution / active EE | $1,421 | $4,375-67.5% | $4,034-64.8% | $4,379-67.6% |
| Participant deferral / active EE | $1,421 | $5,842-75.7% | $5,318-73.3% | $6,730-78.9% |
| Admin fee / account holder | $20 | $11,961-99.8% | $10,693-99.8% | $14,365-99.9% |