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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 | $30,967 | $100,970-69.3% | $96,576-67.9% | $137,256-77.4% |
| Participation rate | 33.3% | 82.6%-49.3pp | 81.4%-48.1pp | 80.0%-46.6pp |
| Annual return | 22.22% | 38.16%-15.9pp | 38.47%-16.2pp | 220.34%-198.1pp |
| Employer contribution / active EE | $1,417 | $3,809-62.8% | $3,553-60.1% | $4,156-65.9% |
| Participant deferral / active EE | $1,417 | $8,286-82.9% | $7,956-82.2% | $6,407-77.9% |
| Admin fee / account holder | $16 | $11,312-99.9% | $11,381-99.9% | $12,270-99.9% |