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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 | $36,439 | $85,766-57.5% | $136,298-73.3% | $70,126-48.0% |
| Participation rate | 37.3% | 74.2%-36.9pp | 81.9%-44.7pp | 69.5%-32.3pp |
| Annual return | 15.01% | 31.46%-16.4pp | 5156.27%-5141.3pp | 73.15%-58.1pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,163 | $5,051-77.0% | $6,247-81.4% | $3,332-65.1% |
| Admin fee / account holder | $294 | $5,421-94.6% | $9,244-96.8% | $4,645-93.7% |