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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 | $30,218 | $110,240-72.6% | $96,544-68.7% | $139,487-78.3% |
| Participation rate | 66.7% | 78.1%-11.5pp | 76.0%-9.3pp | 80.3%-13.7pp |
| Annual return | 11.77% | 26.41%-14.6pp | 25.88%-14.1pp | 373.84%-362.1pp |
| Employer contribution / active EE | $8,761 | $3,622+141.9% | $2,966+195.4% | $4,755+84.3% |
| Participant deferral / active EE | $0 | $5,549-100.0% | $4,851-100.0% | $6,713-100.0% |
| Admin fee / account holder | $99 | $11,602-99.1% | $8,254-98.8% | $11,407-99.1% |