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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 | $67,098 | $197,637-66.1% | $177,848-62.3% | $158,982-57.8% |
| Participation rate | 42.1% | 88.5%-46.4pp | 87.7%-45.6pp | 82.0%-39.9pp |
| Annual return | 14.09% | 58.77%-44.7pp | 48.33%-34.2pp | 302.99%-288.9pp |
| Employer contribution / active EE | $0 | $6,698-100.0% | $5,919-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $1,388 | $8,405-83.5% | $7,714-82.0% | $5,983-76.8% |
| Admin fee / account holder | $0 | $15,406-100.0% | $12,431-100.0% | $11,252-100.0% |