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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 | $37,033 | $106,524-65.2% | $152,301-75.7% | $87,485-57.7% |
| Participation rate | 25.8% | 75.8%-49.9pp | 82.4%-56.6pp | 68.9%-43.1pp |
| Annual return | 27.32% | 26.89%+0.4pp | 80.50%-53.2pp | 26.06%+1.3pp |
| Employer contribution / active EE | $1,297 | $3,371-61.5% | $4,624-72.0% | $2,596-50.0% |
| Participant deferral / active EE | $2,128 | $6,525-67.4% | $8,004-73.4% | $4,274-50.2% |
| Admin fee / account holder | $129 | $8,287-98.4% | $14,398-99.1% | $7,775-98.3% |