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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 | $50,644 | $105,856-52.2% | $90,161-43.8% | $147,586-65.7% |
| Participation rate | 33.3% | 79.7%-46.4pp | 76.9%-43.5pp | 82.8%-49.5pp |
| Annual return | 15.65% | 37.63%-22.0pp | 34.89%-19.2pp | 578.59%-562.9pp |
| Employer contribution / active EE | $490 | $4,126-88.1% | $3,318-85.2% | $4,876-90.0% |
| Participant deferral / active EE | $494 | $5,733-91.4% | $5,287-90.7% | $5,439-90.9% |
| Admin fee / account holder | $0 | $8,046-100.0% | $5,943-100.0% | $10,886-100.0% |