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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 | $25,821 | $138,078-81.3% | $125,363-79.4% | $134,509-80.8% |
| Participation rate | 14.3% | 84.5%-70.2pp | 82.4%-68.1pp | 81.2%-66.9pp |
| Annual return | -16.10% | 750.49%-766.6pp | 572.15%-588.2pp | 418.13%-434.2pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,815-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $762 | $7,800-90.2% | $7,447-89.8% | $6,400-88.1% |
| Admin fee / account holder | $108 | $11,566-99.1% | $10,005-98.9% | $11,427-99.1% |