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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 | $98,345 | $162,821-39.6% | $133,978-26.6% | $158,982-38.1% |
| Participation rate | 58.3% | 83.2%-24.9pp | 79.8%-21.5pp | 82.0%-23.6pp |
| Annual return | 20.08% | 41.95%-21.9pp | 45.10%-25.0pp | 302.99%-282.9pp |
| Employer contribution / active EE | $0 | $4,976-100.0% | $3,919-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $1,519 | $5,910-74.3% | $5,047-69.9% | $5,983-74.6% |
| Admin fee / account holder | $196 | $11,742-98.3% | $8,930-97.8% | $11,252-98.3% |