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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 | $28,804 | $107,368-73.2% | $92,915-69.0% | $152,909-81.2% |
| Participation rate | 66.7% | 79.8%-13.1pp | 76.0%-9.3pp | 82.5%-15.8pp |
| Annual return | 24.89% | 145.64%-120.8pp | 109.45%-84.6pp | 345.46%-320.6pp |
| Employer contribution / active EE | $967 | $4,222-77.1% | $3,653-73.5% | $4,764-79.7% |
| Participant deferral / active EE | $1,213 | $4,848-75.0% | $4,238-71.4% | $5,851-79.3% |
| Admin fee / account holder | $0 | $7,082-100.0% | $5,796-100.0% | $11,601-100.0% |