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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 | $32,993 | $69,248-52.4% | $64,101-48.5% | $139,466-76.3% |
| Participation rate | 38.5% | 75.6%-37.1pp | 72.3%-33.8pp | 80.3%-41.9pp |
| Annual return | 15.93% | 45.95%-30.0pp | 33.72%-17.8pp | 373.66%-357.7pp |
| Employer contribution / active EE | $0 | $3,185-100.0% | $2,749-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $316 | $4,682-93.3% | $3,881-91.9% | $6,712-95.3% |
| Admin fee / account holder | $0 | $4,247-100.0% | $3,070-100.0% | $11,409-100.0% |