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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 | $17,452 | $129,737-86.5% | $119,126-85.3% | $154,746-88.7% |
| Participation rate | 53.8% | 78.9%-25.0pp | 75.8%-21.9pp | 80.7%-26.9pp |
| Annual return | 23.57% | 379.08%-355.5pp | 282.11%-258.5pp | 172.34%-148.8pp |
| Employer contribution / active EE | $1,561 | $4,375-64.3% | $4,034-61.3% | $4,379-64.4% |
| Participant deferral / active EE | $1,655 | $5,842-71.7% | $5,318-68.9% | $6,730-75.4% |
| Admin fee / account holder | $18 | $11,961-99.8% | $10,693-99.8% | $14,365-99.9% |