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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 | $33,202 | $77,416-57.1% | $69,464-52.2% | $152,897-78.3% |
| Participation rate | 35.3% | 78.1%-42.8pp | 74.6%-39.3pp | 82.5%-47.2pp |
| Annual return | 17.76% | 39.08%-21.3pp | 28.98%-11.2pp | 345.43%-327.7pp |
| Employer contribution / active EE | $0 | $3,315-100.0% | $2,779-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $845 | $4,413-80.8% | $3,536-76.1% | $5,851-85.6% |
| Admin fee / account holder | $0 | $6,208-100.0% | $3,840-100.0% | $11,599-100.0% |