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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 | $33,575 | $139,948-76.0% | $121,663-72.4% | $154,746-78.3% |
| Participation rate | 47.8% | 78.0%-30.2pp | 74.5%-26.7pp | 80.7%-32.9pp |
| Annual return | 16.10% | 230.52%-214.4pp | 147.54%-131.4pp | 172.34%-156.2pp |
| Employer contribution / active EE | $1,024 | $3,521-70.9% | $3,020-66.1% | $4,379-76.6% |
| Participant deferral / active EE | $1,258 | $5,629-77.6% | $4,887-74.3% | $6,730-81.3% |
| Admin fee / account holder | $17 | $17,321-99.9% | $14,289-99.9% | $14,365-99.9% |