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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 | $13,410 | $172,111-92.2% | $150,298-91.1% | $137,256-90.2% |
| Participation rate | 17.4% | 81.7%-64.3pp | 77.8%-60.4pp | 80.0%-62.6pp |
| Annual return | 13.82% | 69.37%-55.6pp | 62.79%-49.0pp | 220.34%-206.5pp |
| Employer contribution / active EE | $0 | $4,636-100.0% | $4,154-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $798 | $6,166-87.1% | $5,453-85.4% | $6,407-87.5% |
| Admin fee / account holder | $147 | $16,471-99.1% | $14,116-99.0% | $12,270-98.8% |