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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 | $18,388 | $106,008-82.7% | $92,240-80.1% | $147,586-87.5% |
| Participation rate | 45.5% | 80.4%-35.0pp | 76.5%-31.0pp | 82.8%-37.4pp |
| Annual return | 17.46% | 50.05%-32.6pp | 176.29%-158.8pp | 578.59%-561.1pp |
| Employer contribution / active EE | $854 | $4,333-80.3% | $3,680-76.8% | $4,876-82.5% |
| Participant deferral / active EE | $1,058 | $4,478-76.4% | $3,897-72.9% | $5,439-80.6% |
| Admin fee / account holder | $0 | $6,333-100.0% | $5,194-100.0% | $10,886-100.0% |