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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 | $79,686 | $172,111-53.7% | $150,298-47.0% | $137,256-41.9% |
| Participation rate | 25.0% | 81.7%-56.7pp | 77.8%-52.8pp | 80.0%-55.0pp |
| Annual return | 42.40% | 69.37%-27.0pp | 62.79%-20.4pp | 220.34%-177.9pp |
| Employer contribution / active EE | $1,114 | $4,636-76.0% | $4,154-73.2% | $4,156-73.2% |
| Participant deferral / active EE | $992 | $6,166-83.9% | $5,453-81.8% | $6,407-84.5% |
| Admin fee / account holder | $52 | $16,471-99.7% | $14,116-99.6% | $12,270-99.6% |