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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 | $108,897-80.6% | $100,378-79.0% | $145,877-85.5% |
| Participation rate | 50.0% | 83.0%-33.0pp | 81.5%-31.5pp | 80.3%-30.3pp |
| Annual return | 16.85% | 58.17%-41.3pp | 49.41%-32.6pp | 551.28%-534.4pp |
| Employer contribution / active EE | $4,250 | $4,420-3.8% | $3,942+7.8% | $4,663-8.9% |
| Participant deferral / active EE | $0 | $8,455-100.0% | $8,087-100.0% | $6,691-100.0% |
| Admin fee / account holder | $171 | $9,690-98.2% | $7,899-97.8% | $13,402-98.7% |