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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 | $26,388 | $157,296-83.2% | $141,191-81.3% | $152,897-82.7% |
| Participation rate | 38.9% | 84.8%-45.9pp | 82.5%-43.6pp | 82.5%-43.6pp |
| Annual return | 22.20% | 64.34%-42.1pp | 71.41%-49.2pp | 345.43%-323.2pp |
| Employer contribution / active EE | $0 | $5,262-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $985 | $7,111-86.2% | $6,710-85.3% | $5,851-83.2% |
| Admin fee / account holder | $203 | $12,125-98.3% | $10,264-98.0% | $11,599-98.3% |