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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 | $47,100 | $76,551-38.5% | $123,894-62.0% | $62,881-25.1% |
| Participation rate | 40.0% | 73.0%-33.0pp | 81.4%-41.4pp | 69.3%-29.3pp |
| Annual return | 5.85% | 18.68%-12.8pp | 47.52%-41.7pp | 20.14%-14.3pp |
| Employer contribution / active EE | $1,017 | $2,882-64.7% | $4,617-78.0% | $2,281-55.4% |
| Participant deferral / active EE | $968 | $4,840-80.0% | $5,984-83.8% | $3,203-69.8% |
| Admin fee / account holder | $25 | $4,826-99.5% | $8,357-99.7% | $4,296-99.4% |