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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 | $25,825 | $114,013-77.3% | $103,693-75.1% | $155,188-83.4% |
| Participation rate | 9.1% | 75.2%-66.1pp | 72.6%-63.6pp | 80.8%-71.7pp |
| Annual return | 11.59% | 49.31%-37.7pp | 47.61%-36.0pp | 148.84%-137.2pp |
| Employer contribution / active EE | $0 | $3,131-100.0% | $2,920-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $112 | $4,970-97.7% | $4,579-97.5% | $6,531-98.3% |
| Admin fee / account holder | $25 | $8,407-99.7% | $7,858-99.7% | $14,480-99.8% |