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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 | $36,259 | $181,896-80.1% | $156,551-76.8% | $273,972-86.8% |
| Participation rate | 68.2% | 88.4%-20.2pp | 84.0%-15.8pp | 83.0%-14.8pp |
| Annual return | 5.12% | 30.74%-25.6pp | 32.23%-27.1pp | 41.46%-36.3pp |
| Employer contribution / active EE | $1,777 | $6,248-71.6% | $5,501-67.7% | $4,869-63.5% |
| Participant deferral / active EE | $611 | $5,550-89.0% | $4,871-87.4% | $5,287-88.4% |
| Admin fee / account holder | $285 | $15,560-98.2% | $13,028-97.8% | $10,133-97.2% |