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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 | $23,430 | $167,362-86.0% | $143,799-83.7% | $134,532-82.6% |
| Participation rate | 61.5% | 84.8%-23.3pp | 80.3%-18.8pp | 81.2%-19.7pp |
| Annual return | -3.53% | 0.47%-4.0pp | -0.04%-3.5pp | 418.27%-421.8pp |
| Employer contribution / active EE | $1,250 | $5,620-77.8% | $4,952-74.8% | $4,741-73.6% |
| Participant deferral / active EE | $1,594 | $6,447-75.3% | $5,638-71.7% | $6,401-75.1% |
| Admin fee / account holder | $60 | $18,094-99.7% | $14,677-99.6% | $11,429-99.5% |