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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 | $49,260 | $160,028-69.2% | $147,080-66.5% | $145,884-66.2% |
| Participation rate | 25.0% | 84.0%-59.0pp | 82.2%-57.2pp | 80.3%-55.3pp |
| Annual return | 14.76% | 98.60%-83.8pp | 420.17%-405.4pp | 551.85%-537.1pp |
| Employer contribution / active EE | $1,078 | $5,286-79.6% | $4,933-78.1% | $4,662-76.9% |
| Participant deferral / active EE | $2,385 | $8,422-71.7% | $8,066-70.4% | $6,690-64.4% |
| Admin fee / account holder | $0 | $15,030-100.0% | $12,989-100.0% | $13,392-100.0% |