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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 | $61,718 | $69,274-10.9% | $64,097-3.7% | $139,487-55.8% |
| Participation rate | 53.8% | 75.6%-21.8pp | 72.3%-18.5pp | 80.3%-26.5pp |
| Annual return | 17.02% | 46.00%-29.0pp | 33.75%-16.7pp | 373.84%-356.8pp |
| Employer contribution / active EE | $442 | $3,187-86.1% | $2,750-83.9% | $4,755-90.7% |
| Participant deferral / active EE | $657 | $4,685-86.0% | $3,881-83.1% | $6,713-90.2% |
| Admin fee / account holder | $0 | $4,247-100.0% | $3,070-100.0% | $11,407-100.0% |