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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 | $51,379 | $165,381-68.9% | $149,730-65.7% | $158,966-67.7% |
| Participation rate | 33.3% | 84.6%-51.2pp | 82.5%-49.1pp | 82.0%-48.6pp |
| Annual return | 30.98% | 348.29%-317.3pp | 276.70%-245.7pp | 302.95%-272.0pp |
| Employer contribution / active EE | $0 | $5,104-100.0% | $4,645-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,196 | $7,182-83.3% | $6,843-82.5% | $5,983-80.0% |
| Admin fee / account holder | $111 | $10,809-99.0% | $9,310-98.8% | $11,250-99.0% |