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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 | $29,182 | $157,304-81.4% | $141,197-79.3% | $152,909-80.9% |
| Participation rate | 50.0% | 84.8%-34.8pp | 82.5%-32.5pp | 82.5%-32.5pp |
| Annual return | 24.53% | 64.34%-39.8pp | 71.41%-46.9pp | 345.46%-320.9pp |
| Employer contribution / active EE | $0 | $5,263-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $650 | $7,111-90.9% | $6,710-90.3% | $5,851-88.9% |
| Admin fee / account holder | $125 | $12,126-99.0% | $10,265-98.8% | $11,601-98.9% |