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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 | $32,830 | $103,392-68.2% | $87,104-62.3% | $152,897-78.5% |
| Participation rate | 60.0% | 79.4%-19.4pp | 76.9%-16.9pp | 82.5%-22.5pp |
| Annual return | 16.25% | 28.10%-11.9pp | 28.19%-11.9pp | 345.43%-329.2pp |
| Employer contribution / active EE | $1,268 | $3,221-60.6% | $2,521-49.7% | $4,764-73.4% |
| Participant deferral / active EE | $531 | $4,778-88.9% | $4,048-86.9% | $5,851-90.9% |
| Admin fee / account holder | $0 | $12,194-100.0% | $7,491-100.0% | $11,599-100.0% |