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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 | $42,569 | $335,055-87.3% | $150,298-71.7% | - |
| Participation rate | 28.3% | 50.7%-22.4pp | 77.8%-49.5pp | - |
| Annual return | 18.78% | 11.52%+7.3pp | 62.79%-44.0pp | - |
| Employer contribution / active EE | $1,175 | $931+26.2% | $4,154-71.7% | - |
| Participant deferral / active EE | $1,091 | $1,801-39.4% | $5,453-80.0% | - |
| Admin fee / account holder | $240 | $66,580-99.6% | $14,116-98.3% | - |