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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 | $82,130 | $177,595-53.8% | $148,496-44.7% | $198,609-58.6% |
| Participation rate | 38.5% | 79.3%-40.8pp | 76.0%-37.6pp | 82.4%-43.9pp |
| Annual return | 48.67% | 9.97%+38.7pp | 12.33%+36.3pp | 202.70%-154.0pp |
| Employer contribution / active EE | $977 | $4,098-76.2% | $3,497-72.1% | $5,055-80.7% |
| Participant deferral / active EE | $1,037 | $5,539-81.3% | $4,808-78.4% | $6,977-85.1% |
| Admin fee / account holder | $14 | $27,010-99.9% | $19,547-99.9% | $19,030-99.9% |