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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 | $48,747 | $118,708-58.9% | $98,920-50.7% | $158,982-69.3% |
| Participation rate | 43.8% | 77.8%-34.1pp | 76.0%-32.3pp | 82.0%-38.2pp |
| Annual return | 8.36% | 372.49%-364.1pp | 196.47%-188.1pp | 302.99%-294.6pp |
| Employer contribution / active EE | $0 | $3,334-100.0% | $2,689-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $734 | $5,089-85.6% | $4,245-82.7% | $5,983-87.7% |
| Admin fee / account holder | $269 | $10,134-97.4% | $6,643-96.0% | $11,252-97.6% |