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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 | $30,020 | $168,635-82.2% | $147,617-79.7% | $125,389-76.1% |
| Participation rate | 27.3% | 88.8%-61.5pp | 84.6%-57.3pp | 83.2%-55.9pp |
| Annual return | -1.92% | 77.65%-79.6pp | 61.98%-63.9pp | 282.24%-284.2pp |
| Employer contribution / active EE | $0 | $6,252-100.0% | $5,564-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $672 | $5,507-87.8% | $4,895-86.3% | $5,352-87.5% |
| Admin fee / account holder | $184 | $13,580-98.6% | $11,612-98.4% | $9,541-98.1% |