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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 | $38,666 | $185,883-79.2% | $170,043-77.3% | $139,466-72.3% |
| Participation rate | 46.7% | 87.8%-41.1pp | 87.0%-40.3pp | 80.3%-33.7pp |
| Annual return | 18.28% | 60.54%-42.3pp | 53.40%-35.1pp | 373.66%-355.4pp |
| Employer contribution / active EE | $5,585 | $7,596-26.5% | $6,790-17.7% | $4,754+17.5% |
| Participant deferral / active EE | $0 | $11,626-100.0% | $10,410-100.0% | $6,712-100.0% |
| Admin fee / account holder | $105 | $15,393-99.3% | $12,824-99.2% | $11,409-99.1% |