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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 | $61,366 | $115,810-47.0% | $101,271-39.4% | $158,966-61.4% |
| Participation rate | 62.5% | 79.4%-16.9pp | 75.8%-13.3pp | 82.0%-19.5pp |
| Annual return | 12.01% | 56.15%-44.1pp | 46.48%-34.5pp | 302.95%-290.9pp |
| Employer contribution / active EE | $0 | $4,175-100.0% | $3,660-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $975 | $4,958-80.3% | $4,371-77.7% | $5,983-83.7% |
| Admin fee / account holder | $39 | $7,248-99.5% | $5,948-99.3% | $11,250-99.7% |