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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 | $38,907 | $102,429-62.0% | $147,096-73.5% | $80,925-51.9% |
| Participation rate | 32.0% | 75.9%-43.9pp | 82.2%-50.2pp | 67.7%-35.7pp |
| Annual return | 13.46% | 135.02%-121.6pp | 419.75%-406.3pp | 35.65%-22.2pp |
| Employer contribution / active EE | $941 | $3,716-74.7% | $4,936-80.9% | $2,756-65.9% |
| Participant deferral / active EE | $1,968 | $6,649-70.4% | $8,071-75.6% | $4,299-54.2% |
| Admin fee / account holder | $181 | $7,957-97.7% | $13,005-98.6% | $6,940-97.4% |