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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 | $26,689 | $169,356-84.2% | $129,406-79.4% | $145,897-81.7% |
| Participation rate | 33.3% | 76.5%-43.2pp | 69.6%-36.3pp | 80.3%-47.0pp |
| Annual return | 13.50% | 14418.62%-14405.1pp | 9468.18%-9454.7pp | 552.29%-538.8pp |
| Employer contribution / active EE | $0 | $5,542-100.0% | $4,155-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $146 | $4,987-97.1% | $4,167-96.5% | $6,689-97.8% |
| Admin fee / account holder | $30 | $9,915-99.7% | $7,689-99.6% | $13,390-99.8% |