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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 | $39,856 | $90,486-56.0% | $78,676-49.3% | $273,972-85.5% |
| Participation rate | 62.5% | 76.5%-14.0pp | 73.6%-11.1pp | 83.0%-20.5pp |
| Annual return | 8.49% | 75.62%-67.1pp | 62.19%-53.7pp | 41.46%-33.0pp |
| Employer contribution / active EE | $3,342 | $3,175+5.3% | $2,850+17.3% | $4,869-31.4% |
| Participant deferral / active EE | $0 | $3,901-100.0% | $3,517-100.0% | $5,287-100.0% |
| Admin fee / account holder | $8 | $5,263-99.9% | $4,510-99.8% | $10,133-99.9% |