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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 | $29,210 | $118,708-75.4% | $98,920-70.5% | $158,966-81.6% |
| Participation rate | 47.6% | 77.8%-30.2pp | 76.0%-28.4pp | 82.0%-34.3pp |
| Annual return | 14.70% | 372.49%-357.8pp | 196.47%-181.8pp | 302.95%-288.2pp |
| Employer contribution / active EE | $0 | $3,334-100.0% | $2,689-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $300 | $5,089-94.1% | $4,245-92.9% | $5,983-95.0% |
| Admin fee / account holder | $0 | $10,134-100.0% | $6,643-100.0% | $11,250-100.0% |