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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 | $59,784 | $165,399-63.9% | $149,745-60.1% | $158,982-62.4% |
| Participation rate | 33.3% | 84.6%-51.2pp | 82.5%-49.1pp | 82.0%-48.6pp |
| Annual return | 12.72% | 348.34%-335.6pp | 276.72%-264.0pp | 302.99%-290.3pp |
| Employer contribution / active EE | $933 | $5,105-81.7% | $4,646-79.9% | $4,763-80.4% |
| Participant deferral / active EE | $500 | $7,183-93.0% | $6,843-92.7% | $5,983-91.6% |
| Admin fee / account holder | $0 | $10,811-100.0% | $9,312-100.0% | $11,252-100.0% |