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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 | $33,373 | $117,895-71.7% | $102,460-67.4% | $145,897-77.1% |
| Participation rate | 37.5% | 78.6%-41.1pp | 76.5%-39.0pp | 80.3%-42.8pp |
| Annual return | 9.67% | 31.92%-22.3pp | 29.47%-19.8pp | 552.29%-542.6pp |
| Employer contribution / active EE | $0 | $3,619-100.0% | $3,025-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $900 | $5,736-84.3% | $5,056-82.2% | $6,689-86.5% |
| Admin fee / account holder | $47 | $13,353-99.6% | $9,460-99.5% | $13,390-99.6% |