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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 | $7,013 | $70,366-90.0% | $66,674-89.5% | $138,895-95.0% |
| Participation rate | 25.0% | 76.2%-51.2pp | 73.7%-48.7pp | 79.9%-54.9pp |
| Annual return | 21.01% | 386.41%-365.4pp | 321.24%-300.2pp | 145.39%-124.4pp |
| Employer contribution / active EE | $0 | $2,765-100.0% | $2,620-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $25 | $4,374-99.4% | $4,084-99.4% | $6,396-99.6% |
| Admin fee / account holder | $28 | $5,262-99.5% | $5,098-99.5% | $12,562-99.8% |