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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 | $59,268 | $83,369-28.9% | $105,223-43.7% | $67,986-12.8% |
| Participation rate | 55.3% | 56.3%-1.0pp | 75.0%-19.7pp | 57.2%-1.9pp |
| Annual return | 1314.94% | 24.64%+1290.3pp | 180.65%+1134.3pp | 31.67%+1283.3pp |
| Employer contribution / active EE | $612 | $2,541-75.9% | $3,689-83.4% | $2,019-69.7% |
| Participant deferral / active EE | $1,098 | $3,295-66.7% | $5,072-78.3% | $3,358-67.3% |
| Admin fee / account holder | $288 | $4,073-92.9% | $8,859-96.8% | $3,203-91.0% |