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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 | $33,313 | $107,666-69.1% | $102,184-67.4% | $154,746-78.5% |
| Participation rate | 50.0% | 83.7%-33.7pp | 82.6%-32.6pp | 80.7%-30.7pp |
| Annual return | 24.30% | 29.33%-5.0pp | 31.58%-7.3pp | 172.34%-148.0pp |
| Employer contribution / active EE | $1,299 | $3,846-66.2% | $3,594-63.9% | $4,379-70.3% |
| Participant deferral / active EE | $1,948 | $8,719-77.7% | $8,309-76.6% | $6,730-71.1% |
| Admin fee / account holder | $68 | $12,943-99.5% | $11,609-99.4% | $14,365-99.5% |