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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 | $33,727 | $182,442-81.5% | $163,379-79.4% | $138,895-75.7% |
| Participation rate | 20.0% | 79.8%-59.8pp | 76.8%-56.8pp | 79.9%-59.9pp |
| Annual return | 16.68% | 72.74%-56.1pp | 63.41%-46.7pp | 145.39%-128.7pp |
| Employer contribution / active EE | $1,000 | $4,159-76.0% | $3,752-73.4% | $4,194-76.2% |
| Participant deferral / active EE | $229 | $6,817-96.6% | $6,282-96.4% | $6,396-96.4% |
| Admin fee / account holder | $0 | $10,396-100.0% | $9,818-100.0% | $12,562-100.0% |