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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 | $43,090 | $99,032-56.5% | $80,022-46.2% | $135,382-68.2% |
| Participation rate | 40.0% | 78.4%-38.4pp | 75.8%-35.8pp | 82.6%-42.6pp |
| Annual return | 6.17% | 15.39%-9.2pp | 11.22%-5.0pp | 519.77%-513.6pp |
| Employer contribution / active EE | $1,166 | $3,043-61.7% | $2,468-52.8% | $4,779-75.6% |
| Participant deferral / active EE | $0 | $4,282-100.0% | $3,686-100.0% | $5,609-100.0% |
| Admin fee / account holder | $0 | $10,436-100.0% | $6,521-100.0% | $10,829-100.0% |