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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 | $18,215 | $129,737-86.0% | $119,126-84.7% | $154,746-88.2% |
| Participation rate | 42.9% | 78.9%-36.0pp | 75.8%-32.9pp | 80.7%-37.8pp |
| Annual return | 18.99% | 379.08%-360.1pp | 282.11%-263.1pp | 172.34%-153.3pp |
| Employer contribution / active EE | $1,095 | $4,375-75.0% | $4,034-72.9% | $4,379-75.0% |
| Participant deferral / active EE | $1,595 | $5,842-72.7% | $5,318-70.0% | $6,730-76.3% |
| Admin fee / account holder | $16 | $11,961-99.9% | $10,693-99.9% | $14,365-99.9% |