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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 | $58,557 | $127,387-54.0% | $115,038-49.1% | $125,389-53.3% |
| Participation rate | 58.3% | 84.2%-25.8pp | 81.4%-23.0pp | 83.2%-24.9pp |
| Annual return | 0.45% | 31.28%-30.8pp | 26.14%-25.7pp | 282.24%-281.8pp |
| Employer contribution / active EE | $5,000 | $5,166-3.2% | $4,608+8.5% | $4,866+2.8% |
| Participant deferral / active EE | $0 | $6,423-100.0% | $6,026-100.0% | $5,352-100.0% |
| Admin fee / account holder | $102 | $9,516-98.9% | $8,175-98.8% | $9,541-98.9% |