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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 | $20,600 | $172,111-88.0% | $150,298-86.3% | $137,256-85.0% |
| Participation rate | 10.5% | 81.7%-71.2pp | 77.8%-67.2pp | 80.0%-69.4pp |
| Annual return | 17.59% | 69.37%-51.8pp | 62.79%-45.2pp | 220.34%-202.8pp |
| Employer contribution / active EE | $0 | $4,636-100.0% | $4,154-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $423 | $6,166-93.1% | $5,453-92.2% | $6,407-93.4% |
| Admin fee / account holder | $0 | $16,471-100.0% | $14,116-100.0% | $12,270-100.0% |