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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 | $15,951 | $100,139-84.1% | $85,187-81.3% | $145,884-89.1% |
| Participation rate | 21.1% | 74.1%-53.0pp | 67.5%-46.5pp | 80.3%-59.3pp |
| Annual return | 11.52% | 84.15%-72.6pp | 66.67%-55.1pp | 551.85%-540.3pp |
| Employer contribution / active EE | $473 | $3,238-85.4% | $2,732-82.7% | $4,662-89.9% |
| Participant deferral / active EE | $636 | $5,296-88.0% | $4,525-85.9% | $6,690-90.5% |
| Admin fee / account holder | $196 | $7,262-97.3% | $6,162-96.8% | $13,392-98.5% |