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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 | $34,316 | $117,433-70.8% | $99,475-65.5% | $152,897-77.6% |
| Participation rate | 62.5% | 77.5%-15.0pp | 73.8%-11.3pp | 82.5%-20.0pp |
| Annual return | 18.21% | 31.87%-13.7pp | 30.72%-12.5pp | 345.43%-327.2pp |
| Employer contribution / active EE | $0 | $3,013-100.0% | $2,540-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $190 | $4,086-95.3% | $3,619-94.7% | $5,851-96.7% |
| Admin fee / account holder | $100 | $7,634-98.7% | $6,252-98.4% | $11,599-99.1% |