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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 | $23,466 | $105,929-77.8% | $81,926-71.4% | $158,950-85.2% |
| Participation rate | 37.5% | 75.6%-38.1pp | 72.0%-34.5pp | 82.0%-44.5pp |
| Annual return | 8.70% | 38.19%-29.5pp | 29.49%-20.8pp | 302.91%-294.2pp |
| Employer contribution / active EE | $427 | $7,802-94.5% | $4,310-90.1% | $4,762-91.0% |
| Participant deferral / active EE | $604 | $13,007-95.4% | $7,108-91.5% | $5,983-89.9% |
| Admin fee / account holder | $135 | $8,492-98.4% | $5,159-97.4% | $11,248-98.8% |