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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 | $109,336 | $126,113-13.3% | $116,096-5.8% | $155,188-29.5% |
| Participation rate | 57.1% | 75.1%-18.0pp | 73.3%-16.2pp | 80.8%-23.7pp |
| Annual return | 15.82% | 391.72%-375.9pp | 326.25%-310.4pp | 148.84%-133.0pp |
| Employer contribution / active EE | $0 | $2,672-100.0% | $2,503-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $269 | $4,162-93.5% | $3,952-93.2% | $6,531-95.9% |
| Admin fee / account holder | $167 | $8,045-97.9% | $7,704-97.8% | $14,480-98.8% |