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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 | $22,198 | $90,486-75.5% | $78,676-71.8% | $273,972-91.9% |
| Participation rate | 50.0% | 76.5%-26.5pp | 73.6%-23.6pp | 83.0%-33.0pp |
| Annual return | 6.61% | 75.62%-69.0pp | 62.19%-55.6pp | 41.46%-34.8pp |
| Employer contribution / active EE | $1,096 | $3,175-65.5% | $2,850-61.6% | $4,869-77.5% |
| Participant deferral / active EE | $276 | $3,901-92.9% | $3,517-92.1% | $5,287-94.8% |
| Admin fee / account holder | $29 | $5,263-99.5% | $4,510-99.4% | $10,133-99.7% |