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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 | $54,901 | $115,814-52.6% | $101,275-45.8% | $158,982-65.5% |
| Participation rate | 46.7% | 79.4%-32.7pp | 75.8%-29.1pp | 82.0%-35.3pp |
| Annual return | 14.31% | 56.16%-41.8pp | 46.48%-32.2pp | 302.99%-288.7pp |
| Employer contribution / active EE | $0 | $4,176-100.0% | $3,660-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $685 | $4,958-86.2% | $4,371-84.3% | $5,983-88.5% |
| Admin fee / account holder | $57 | $7,249-99.2% | $5,948-99.0% | $11,252-99.5% |