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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 | $13,997 | $174,379-92.0% | $152,093-90.8% | $138,895-89.9% |
| Participation rate | 50.0% | 81.6%-31.6pp | 77.8%-27.8pp | 79.9%-29.9pp |
| Annual return | 19.45% | 74.86%-55.4pp | 66.36%-46.9pp | 145.39%-125.9pp |
| Employer contribution / active EE | $890 | $4,652-80.9% | $4,175-78.7% | $4,194-78.8% |
| Participant deferral / active EE | $1,312 | $6,159-78.7% | $5,451-75.9% | $6,396-79.5% |
| Admin fee / account holder | $133 | $16,880-99.2% | $14,497-99.1% | $12,562-98.9% |