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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 | $174,018-80.6% | $136,833-75.3% | $198,609-83.0% |
| Participation rate | 16.7% | 65.1%-48.5pp | 59.0%-42.4pp | 82.4%-65.7pp |
| Annual return | 14.95% | 35.16%-20.2pp | 35.32%-20.4pp | 202.70%-187.7pp |
| Employer contribution / active EE | $164 | $1,571-89.6% | $1,319-87.6% | $5,055-96.8% |
| Participant deferral / active EE | $164 | $2,873-94.3% | $2,441-93.3% | $6,977-97.6% |
| Admin fee / account holder | $0 | $5,434-100.0% | $4,706-100.0% | $19,030-100.0% |