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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 | $17,378 | $88,778-80.4% | $81,844-78.8% | $145,884-88.1% |
| Participation rate | 66.7% | 75.1%-8.4pp | 72.4%-5.7pp | 80.3%-13.6pp |
| Annual return | 13.28% | 1033.03%-1019.7pp | 778.87%-765.6pp | 551.85%-538.6pp |
| Employer contribution / active EE | $1,861 | $3,087-39.7% | $2,916-36.2% | $4,662-60.1% |
| Participant deferral / active EE | $0 | $4,648-100.0% | $4,323-100.0% | $6,690-100.0% |
| Admin fee / account holder | $66 | $8,430-99.2% | $7,355-99.1% | $13,392-99.5% |