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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 | $20,255 | $162,136-87.5% | $152,301-86.7% | $154,746-86.9% |
| Participation rate | 50.0% | 84.1%-34.1pp | 82.4%-32.4pp | 80.7%-30.7pp |
| Annual return | 21.48% | 91.02%-69.5pp | 80.50%-59.0pp | 172.34%-150.9pp |
| Employer contribution / active EE | $1,434 | $4,890-70.7% | $4,624-69.0% | $4,379-67.3% |
| Participant deferral / active EE | $1,792 | $8,341-78.5% | $8,004-77.6% | $6,730-73.4% |
| Admin fee / account holder | $58 | $15,759-99.6% | $14,398-99.6% | $14,365-99.6% |