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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 | $70,138 | $183,516-61.8% | $155,534-54.9% | $145,884-51.9% |
| Participation rate | 25.0% | 82.7%-57.7pp | 78.2%-53.2pp | 80.3%-55.3pp |
| Annual return | 8.93% | 61.43%-52.5pp | 64.92%-56.0pp | 551.85%-542.9pp |
| Employer contribution / active EE | $1,497 | $5,315-71.8% | $4,675-68.0% | $4,662-67.9% |
| Participant deferral / active EE | $69 | $6,467-98.9% | $5,630-98.8% | $6,690-99.0% |
| Admin fee / account holder | $133 | $19,293-99.3% | $15,900-99.2% | $13,392-99.0% |