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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 | $33,812 | $94,439-64.2% | $73,658-54.1% | $154,746-78.1% |
| Participation rate | 16.7% | 64.7%-48.0pp | 57.0%-40.4pp | 80.7%-64.0pp |
| Annual return | 14.95% | 28.25%-13.3pp | 29.72%-14.8pp | 172.34%-157.4pp |
| Employer contribution / active EE | $164 | $1,257-86.9% | $1,032-84.1% | $4,379-96.3% |
| Participant deferral / active EE | $164 | $2,527-93.5% | $2,062-92.0% | $6,730-97.6% |
| Admin fee / account holder | $0 | $3,843-100.0% | $3,357-100.0% | $14,365-100.0% |