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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 | $14,763 | $73,518-79.9% | $63,003-76.6% | $147,585-90.0% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.8%-24.8pp | 82.8%-32.8pp |
| Annual return | 16.74% | 175.46%-158.7pp | 87.59%-70.8pp | 578.57%-561.8pp |
| Employer contribution / active EE | $421 | $3,322-87.3% | $2,760-84.7% | $4,876-91.4% |
| Participant deferral / active EE | $504 | $4,183-88.0% | $3,329-84.9% | $5,439-90.7% |
| Admin fee / account holder | $0 | $5,952-100.0% | $3,600-100.0% | $10,885-100.0% |