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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 | $11,913 | $102,245-88.3% | $89,340-86.7% | $137,256-91.3% |
| Participation rate | 54.5% | 74.9%-20.3pp | 69.6%-15.0pp | 80.0%-25.4pp |
| Annual return | 30.12% | 21.89%+8.2pp | 20.57%+9.5pp | 220.34%-190.2pp |
| Employer contribution / active EE | $3,734 | $2,529+47.6% | $2,231+67.4% | $4,156-10.2% |
| Participant deferral / active EE | $0 | $4,436-100.0% | $3,823-100.0% | $6,407-100.0% |
| Admin fee / account holder | $5 | $8,085-99.9% | $6,704-99.9% | $12,270-100.0% |