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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 | $132,634-74.7% | $115,768-71.0% | $137,256-75.5% |
| Participation rate | 47.8% | 77.9%-30.0pp | 74.4%-26.6pp | 80.0%-32.1pp |
| Annual return | 16.10% | 160.70%-144.6pp | 100.46%-84.4pp | 220.34%-204.2pp |
| Employer contribution / active EE | $1,024 | $3,360-69.5% | $2,940-65.2% | $4,156-75.4% |
| Participant deferral / active EE | $1,258 | $5,619-77.6% | $4,917-74.4% | $6,407-80.4% |
| Admin fee / account holder | $17 | $15,028-99.9% | $12,439-99.9% | $12,270-99.9% |