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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 | $44,738 | $165,361-72.9% | $149,715-70.1% | $158,950-71.9% |
| Participation rate | 69.2% | 84.6%-15.3pp | 82.5%-13.2pp | 82.0%-12.7pp |
| Annual return | 16.08% | 348.24%-332.2pp | 276.66%-260.6pp | 302.91%-286.8pp |
| Employer contribution / active EE | $1,397 | $5,103-72.6% | $4,645-69.9% | $4,762-70.7% |
| Participant deferral / active EE | $2,133 | $7,182-70.3% | $6,842-68.8% | $5,983-64.4% |
| Admin fee / account holder | $57 | $10,808-99.5% | $9,310-99.4% | $11,248-99.5% |