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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 | $46,026 | $155,555-70.4% | $146,866-68.7% | $155,188-70.3% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.5%-32.5pp | 80.8%-30.8pp |
| Annual return | 18.78% | 115.41%-96.6pp | 102.85%-84.1pp | 148.84%-130.1pp |
| Employer contribution / active EE | $1,001 | $4,647-78.5% | $4,425-77.4% | $4,248-76.4% |
| Participant deferral / active EE | $1,492 | $8,044-81.5% | $7,759-80.8% | $6,531-77.2% |
| Admin fee / account holder | $124 | $14,755-99.2% | $13,620-99.1% | $14,480-99.1% |