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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 | $35,736 | $65,364-45.3% | $92,909-61.5% | $72,975-51.0% |
| Participation rate | 20.0% | 68.3%-48.3pp | 76.0%-56.0pp | 69.5%-49.5pp |
| Annual return | 20.78% | 42.11%-21.3pp | 109.44%-88.7pp | 81.01%-60.2pp |
| Employer contribution / active EE | $0 | $2,594-100.0% | $3,653-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $779 | $3,128-75.1% | $4,238-81.6% | $3,608-78.4% |
| Admin fee / account holder | $0 | $4,251-100.0% | $5,795-100.0% | $5,124-100.0% |