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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 | $27,159 | $103,000-73.6% | $90,300-69.9% | $152,885-82.2% |
| Participation rate | 30.0% | 75.9%-45.9pp | 73.3%-43.3pp | 82.5%-52.5pp |
| Annual return | 29.98% | 95.19%-65.2pp | 78.11%-48.1pp | 345.39%-315.4pp |
| Employer contribution / active EE | $394 | $3,138-87.5% | $2,854-86.2% | $4,763-91.7% |
| Participant deferral / active EE | $394 | $4,281-90.8% | $3,884-89.9% | $5,851-93.3% |
| Admin fee / account holder | $0 | $6,173-100.0% | $5,353-100.0% | $11,598-100.0% |