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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 | $26,125 | $175,231-85.1% | $149,696-82.5% | $139,466-81.3% |
| Participation rate | 9.1% | 83.4%-74.3pp | 78.8%-69.7pp | 80.3%-71.2pp |
| Annual return | 16.84% | 166.77%-149.9pp | 134.46%-117.6pp | 373.66%-356.8pp |
| Employer contribution / active EE | $0 | $5,478-100.0% | $4,821-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $636 | $6,521-90.2% | $5,682-88.8% | $6,712-90.5% |
| Admin fee / account holder | $162 | $16,155-99.0% | $13,212-98.8% | $11,409-98.6% |