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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 | $35,883 | $161,352-77.8% | $134,172-73.3% | $137,256-73.9% |
| Participation rate | 22.2% | 78.3%-56.1pp | 72.5%-50.2pp | 80.0%-57.7pp |
| Annual return | 14.39% | 28.72%-14.3pp | 25.30%-10.9pp | 220.34%-205.9pp |
| Employer contribution / active EE | $0 | $4,099-100.0% | $3,420-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $553 | $5,552-90.0% | $4,690-88.2% | $6,407-91.4% |
| Admin fee / account holder | $0 | $15,028-100.0% | $12,016-100.0% | $12,270-100.0% |