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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 | $118,680-58.9% | $98,910-50.7% | $158,931-69.3% |
| Participation rate | 43.8% | 77.8%-34.1pp | 76.0%-32.3pp | 82.0%-38.2pp |
| Annual return | 8.36% | 372.35%-364.0pp | 196.44%-188.1pp | 302.86%-294.5pp |
| Employer contribution / active EE | $0 | $3,333-100.0% | $2,689-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $734 | $5,088-85.6% | $4,244-82.7% | $5,982-87.7% |
| Admin fee / account holder | $269 | $10,131-97.3% | $6,642-96.0% | $11,247-97.6% |