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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 | $31,530 | $156,398-79.8% | $147,318-78.6% | $138,895-77.3% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 79.9%-29.9pp |
| Annual return | 23.31% | 78.75%-55.4pp | 70.43%-47.1pp | 145.39%-122.1pp |
| Employer contribution / active EE | $1,725 | $4,853-64.5% | $4,593-62.4% | $4,194-58.9% |
| Participant deferral / active EE | $2,157 | $8,237-73.8% | $7,906-72.7% | $6,396-66.3% |
| Admin fee / account holder | $62 | $14,976-99.6% | $13,708-99.5% | $12,562-99.5% |