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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 | $34,303 | $108,882-68.5% | $96,754-64.5% | $154,746-77.8% |
| Participation rate | 50.0% | 75.1%-25.1pp | 70.3%-20.3pp | 80.7%-30.7pp |
| Annual return | 17.60% | 98.39%-80.8pp | 82.04%-64.4pp | 172.34%-154.7pp |
| Employer contribution / active EE | $8,252 | $3,018+173.4% | $2,679+208.0% | $4,379+88.4% |
| Participant deferral / active EE | $0 | $5,323-100.0% | $4,758-100.0% | $6,730-100.0% |
| Admin fee / account holder | $0 | $10,200-100.0% | $8,905-100.0% | $14,365-100.0% |