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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 | $41,808 | $72,027-42.0% | $185,835-77.5% | $79,852-47.6% |
| Participation rate | 56.0% | 65.8%-9.8pp | 78.0%-22.0pp | 69.6%-13.6pp |
| Annual return | 19.26% | 23.13%-3.9pp | 35.96%-16.7pp | 31.72%-12.5pp |
| Employer contribution / active EE | $1,571 | $1,965-20.0% | $4,087-61.6% | $2,471-36.4% |
| Participant deferral / active EE | $925 | $3,780-75.5% | $5,633-83.6% | $3,740-75.3% |
| Admin fee / account holder | $134 | $4,513-97.0% | $9,502-98.6% | $5,306-97.5% |