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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 | $155,555-79.7% | $146,866-78.5% | $155,188-79.7% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.5%-32.5pp | 80.8%-30.8pp |
| Annual return | 23.31% | 115.41%-92.1pp | 102.85%-79.5pp | 148.84%-125.5pp |
| Employer contribution / active EE | $1,725 | $4,647-62.9% | $4,425-61.0% | $4,248-59.4% |
| Participant deferral / active EE | $2,157 | $8,044-73.2% | $7,759-72.2% | $6,531-67.0% |
| Admin fee / account holder | $62 | $14,755-99.6% | $13,620-99.5% | $14,480-99.6% |