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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 | $29,821 | $85,169-65.0% | $172,755-82.7% | $72,983-59.1% |
| Participation rate | 32.4% | 70.1%-37.7pp | 82.6%-50.3pp | 69.5%-37.1pp |
| Annual return | 24.80% | 27.32%-2.5pp | 802.94%-778.1pp | 81.01%-56.2pp |
| Employer contribution / active EE | $443 | $3,324-86.7% | $5,144-91.4% | $2,440-81.8% |
| Participant deferral / active EE | $613 | $3,260-81.2% | $5,198-88.2% | $3,608-83.0% |
| Admin fee / account holder | $0 | $5,880-100.0% | $13,955-100.0% | $5,124-100.0% |