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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 | $26,303 | $160,040-83.6% | $147,096-82.1% | $145,877-82.0% |
| Participation rate | 19.0% | 84.0%-65.0pp | 82.2%-63.1pp | 80.3%-61.3pp |
| Annual return | 13.68% | 98.49%-84.8pp | 419.75%-406.1pp | 551.28%-537.6pp |
| Employer contribution / active EE | $0 | $5,289-100.0% | $4,936-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $598 | $8,429-92.9% | $8,071-92.6% | $6,691-91.1% |
| Admin fee / account holder | $60 | $15,050-99.6% | $13,005-99.5% | $13,402-99.6% |