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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 | $30,393 | $157,296-80.7% | $141,191-78.5% | $152,897-80.1% |
| Participation rate | 37.5% | 84.8%-47.3pp | 82.5%-45.0pp | 82.5%-45.0pp |
| Annual return | 21.17% | 64.34%-43.2pp | 71.41%-50.2pp | 345.43%-324.3pp |
| Employer contribution / active EE | $1,234 | $5,262-76.5% | $4,736-73.9% | $4,764-74.1% |
| Participant deferral / active EE | $1,799 | $7,111-74.7% | $6,710-73.2% | $5,851-69.3% |
| Admin fee / account holder | $20 | $12,125-99.8% | $10,264-99.8% | $11,599-99.8% |