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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 | $37,340 | $157,304-76.3% | $141,197-73.6% | $152,909-75.6% |
| Participation rate | 50.0% | 84.8%-34.8pp | 82.5%-32.5pp | 82.5%-32.5pp |
| Annual return | 45.42% | 64.34%-18.9pp | 71.41%-26.0pp | 345.46%-300.0pp |
| Employer contribution / active EE | $1,306 | $5,263-75.2% | $4,736-72.4% | $4,764-72.6% |
| Participant deferral / active EE | $2,282 | $7,111-67.9% | $6,710-66.0% | $5,851-61.0% |
| Admin fee / account holder | $0 | $12,126-100.0% | $10,265-100.0% | $11,601-100.0% |