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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 | $21,092 | $108,911-80.6% | $100,392-79.0% | $145,884-85.5% |
| Participation rate | 50.0% | 83.0%-33.0pp | 81.5%-31.5pp | 80.3%-30.3pp |
| Annual return | 16.85% | 58.23%-41.4pp | 49.45%-32.6pp | 551.85%-535.0pp |
| Employer contribution / active EE | $4,250 | $4,420-3.8% | $3,941+7.8% | $4,662-8.8% |
| Participant deferral / active EE | $0 | $8,459-100.0% | $8,090-100.0% | $6,690-100.0% |
| Admin fee / account holder | $171 | $9,698-98.2% | $7,904-97.8% | $13,392-98.7% |