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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 | $89,259-49.5% | $107,187-58.0% | $82,637-45.5% |
| Participation rate | 35.7% | 67.9%-32.2pp | 75.0%-39.3pp | 68.1%-32.3pp |
| Annual return | 22.72% | 21.02%+1.7pp | 204.55%-181.8pp | 53.51%-30.8pp |
| Employer contribution / active EE | $3,820 | $3,080+24.0% | $3,782+1.0% | $2,552+49.7% |
| Participant deferral / active EE | $806 | $4,037-80.0% | $5,096-84.2% | $4,126-80.5% |
| Admin fee / account holder | $0 | $7,381-100.0% | $9,162-100.0% | $7,339-100.0% |