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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 | $45,944 | $111,830-58.9% | $93,696-51.0% | $145,884-68.5% |
| Participation rate | 50.0% | 74.2%-24.2pp | 68.7%-18.7pp | 80.3%-30.3pp |
| Annual return | 10.79% | 204.08%-193.3pp | 133.74%-122.9pp | 551.85%-541.1pp |
| Employer contribution / active EE | $0 | $3,093-100.0% | $2,422-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,109 | $4,920-77.5% | $4,417-74.9% | $6,690-83.4% |
| Admin fee / account holder | $77 | $10,249-99.3% | $8,287-99.1% | $13,392-99.4% |