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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 | $40,111 | $77,908-48.5% | $149,696-73.2% | $75,173-46.6% |
| Participation rate | 17.2% | 65.6%-48.3pp | 78.8%-61.5pp | 67.2%-50.0pp |
| Annual return | 23.48% | 31.73%-8.2pp | 134.46%-111.0pp | 160.72%-137.2pp |
| Employer contribution / active EE | $394 | $3,138-87.4% | $4,821-91.8% | $2,671-85.2% |
| Participant deferral / active EE | $693 | $3,411-79.7% | $5,682-87.8% | $4,126-83.2% |
| Admin fee / account holder | $0 | $5,950-100.0% | $13,212-100.0% | $5,651-100.0% |