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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 | $34,814 | $81,664-57.4% | $70,476-50.6% | $158,966-78.1% |
| Participation rate | 66.7% | 77.7%-11.1pp | 75.1%-8.4pp | 82.0%-15.3pp |
| Annual return | 19.42% | 208.59%-189.2pp | 109.12%-89.7pp | 302.95%-283.5pp |
| Employer contribution / active EE | $533 | $3,219-83.5% | $2,738-80.5% | $4,762-88.8% |
| Participant deferral / active EE | $533 | $4,556-88.3% | $3,710-85.6% | $5,983-91.1% |
| Admin fee / account holder | $272 | $6,197-95.6% | $3,847-92.9% | $11,250-97.6% |