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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 | $37,881 | $162,136-76.6% | $152,301-75.1% | $154,746-75.5% |
| Participation rate | 35.3% | 84.1%-48.8pp | 82.4%-47.2pp | 80.7%-45.4pp |
| Annual return | 13.49% | 91.02%-77.5pp | 80.50%-67.0pp | 172.34%-158.8pp |
| Employer contribution / active EE | $0 | $4,890-100.0% | $4,624-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,320 | $8,341-84.2% | $8,004-83.5% | $6,730-80.4% |
| Admin fee / account holder | $0 | $15,759-100.0% | $14,398-100.0% | $14,365-100.0% |