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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 | $54,387 | $110,286-50.7% | $96,569-43.7% | $139,427-61.0% |
| Participation rate | 62.5% | 78.1%-15.6pp | 76.0%-13.5pp | 80.3%-17.8pp |
| Annual return | 15.47% | 26.39%-10.9pp | 25.87%-10.4pp | 373.27%-357.8pp |
| Employer contribution / active EE | $0 | $3,619-100.0% | $2,965-100.0% | $4,752-100.0% |
| Participant deferral / active EE | $1,113 | $5,546-79.9% | $4,851-77.1% | $6,711-83.4% |
| Admin fee / account holder | $0 | $11,592-100.0% | $8,251-100.0% | $11,404-100.0% |