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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 | $57,021 | $124,346-54.1% | $111,308-48.8% | $167,536-66.0% |
| Participation rate | 40.0% | 79.6%-39.6pp | 77.3%-37.3pp | 82.1%-42.1pp |
| Annual return | 11.16% | 37.45%-26.3pp | 54.67%-43.5pp | 478.82%-467.7pp |
| Employer contribution / active EE | $752 | $3,437-78.1% | $2,732-72.5% | $4,839-84.5% |
| Participant deferral / active EE | $752 | $5,182-85.5% | $4,487-83.3% | $6,342-88.1% |
| Admin fee / account holder | $0 | $10,621-100.0% | $7,965-100.0% | $12,315-100.0% |