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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 | $67,856 | $117,846-42.4% | $102,434-33.8% | $145,884-53.5% |
| Participation rate | 41.2% | 78.6%-37.4pp | 76.5%-35.3pp | 80.3%-39.1pp |
| Annual return | 10.94% | 31.90%-21.0pp | 29.46%-18.5pp | 551.85%-540.9pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $3,023-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,363 | $5,733-76.2% | $5,055-73.0% | $6,690-79.6% |
| Admin fee / account holder | $291 | $13,356-97.8% | $9,462-96.9% | $13,392-97.8% |