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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 | $30,879 | $101,063-69.4% | $81,473-62.1% | $147,586-79.1% |
| Participation rate | 13.6% | 74.5%-60.8pp | 68.0%-54.3pp | 82.8%-69.2pp |
| Annual return | 14.60% | 32.41%-17.8pp | 38.78%-24.2pp | 578.59%-564.0pp |
| Employer contribution / active EE | $386 | $3,206-88.0% | $2,568-85.0% | $4,876-92.1% |
| Participant deferral / active EE | $386 | $4,242-90.9% | $3,537-89.1% | $5,439-92.9% |
| Admin fee / account holder | $0 | $5,812-100.0% | $4,561-100.0% | $10,886-100.0% |