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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 | $21,702 | $167,362-87.0% | $143,799-84.9% | $134,532-83.9% |
| Participation rate | 35.7% | 84.8%-49.1pp | 80.3%-44.6pp | 81.2%-45.5pp |
| Annual return | 163.70% | 0.47%+163.2pp | -0.04%+163.7pp | 418.27%-254.6pp |
| Employer contribution / active EE | $0 | $5,620-100.0% | $4,952-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $2,096 | $6,447-67.5% | $5,638-62.8% | $6,401-67.2% |
| Admin fee / account holder | $271 | $18,094-98.5% | $14,677-98.2% | $11,429-97.6% |