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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 | $32,765 | $83,337-60.7% | $67,834-51.7% | $273,972-88.0% |
| Participation rate | 64.7% | 76.4%-11.7pp | 68.8%-4.1pp | 83.0%-18.3pp |
| Annual return | 10.17% | 259.45%-249.3pp | 138.47%-128.3pp | 41.46%-31.3pp |
| Employer contribution / active EE | $1,384 | $3,287-57.9% | $2,403-42.4% | $4,869-71.6% |
| Participant deferral / active EE | $242 | $4,088-94.1% | $3,160-92.3% | $5,287-95.4% |
| Admin fee / account holder | $0 | $6,752-100.0% | $4,622-100.0% | $10,133-100.0% |