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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 | $9,300 | $102,245-90.9% | $89,340-89.6% | $137,256-93.2% |
| Participation rate | 35.3% | 74.9%-39.6pp | 69.6%-34.3pp | 80.0%-44.7pp |
| Annual return | 26.10% | 21.89%+4.2pp | 20.57%+5.5pp | 220.34%-194.2pp |
| Employer contribution / active EE | $560 | $2,529-77.8% | $2,231-74.9% | $4,156-86.5% |
| Participant deferral / active EE | $772 | $4,436-82.6% | $3,823-79.8% | $6,407-88.0% |
| Admin fee / account holder | $20 | $8,085-99.8% | $6,704-99.7% | $12,270-99.8% |