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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 | $26,831 | $103,038-74.0% | $90,324-70.3% | $152,909-82.5% |
| Participation rate | 63.6% | 75.9%-12.2pp | 73.3%-9.6pp | 82.5%-18.8pp |
| Annual return | 19.50% | 95.25%-75.8pp | 78.15%-58.7pp | 345.46%-326.0pp |
| Employer contribution / active EE | $570 | $3,141-81.8% | $2,856-80.0% | $4,764-88.0% |
| Participant deferral / active EE | $655 | $4,282-84.7% | $3,885-83.2% | $5,851-88.8% |
| Admin fee / account holder | $0 | $6,177-100.0% | $5,356-100.0% | $11,601-100.0% |