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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 | $55,698 | $176,105-68.4% | $159,474-65.1% | $167,536-66.8% |
| Participation rate | 25.0% | 85.0%-60.0pp | 82.8%-57.8pp | 82.1%-57.1pp |
| Annual return | 18.10% | 331.91%-313.8pp | 263.68%-245.6pp | 478.82%-460.7pp |
| Employer contribution / active EE | $1,376 | $5,299-74.0% | $4,831-71.5% | $4,839-71.6% |
| Participant deferral / active EE | $1,720 | $7,751-77.8% | $7,353-76.6% | $6,342-72.9% |
| Admin fee / account holder | $233 | $12,559-98.1% | $10,802-97.8% | $12,315-98.1% |