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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 | $32,163 | $59,535-46.0% | $90,161-64.3% | $62,293-48.4% |
| Participation rate | 59.5% | 73.0%-13.6pp | 76.9%-17.4pp | 69.5%-10.0pp |
| Annual return | 29.93% | 23.53%+6.4pp | 34.89%-5.0pp | 28.90%+1.0pp |
| Employer contribution / active EE | $5,503 | $1,826+201.4% | $3,318+65.9% | $2,042+169.5% |
| Participant deferral / active EE | $0 | $4,639-100.0% | $5,287-100.0% | $3,169-100.0% |
| Admin fee / account holder | $86 | $337-74.3% | $5,943-98.5% | $479-82.0% |