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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 | $27,517 | $124,330-77.9% | $109,173-74.8% | $167,536-83.6% |
| Participation rate | 25.0% | 79.5%-54.5pp | 75.9%-50.9pp | 82.1%-57.1pp |
| Annual return | 13.12% | 26.04%-12.9pp | 25.75%-12.6pp | 478.82%-465.7pp |
| Employer contribution / active EE | $1,000 | $4,209-76.2% | $3,723-73.1% | $4,839-79.3% |
| Participant deferral / active EE | $1,413 | $5,256-73.1% | $4,654-69.6% | $6,342-77.7% |
| Admin fee / account holder | $0 | $7,974-100.0% | $6,755-100.0% | $12,315-100.0% |