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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 | $45,047 | $88,672-49.2% | $105,223-57.2% | $82,448-45.4% |
| Participation rate | 35.7% | 67.9%-32.2pp | 75.0%-39.3pp | 68.1%-32.4pp |
| Annual return | 22.72% | 30.86%-8.1pp | 180.65%-157.9pp | 41.64%-18.9pp |
| Employer contribution / active EE | $3,820 | $3,048+25.3% | $3,689+3.6% | $2,551+49.8% |
| Participant deferral / active EE | $806 | $4,036-80.0% | $5,072-84.1% | $4,139-80.5% |
| Admin fee / account holder | $0 | $7,146-100.0% | $8,859-100.0% | $7,234-100.0% |