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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 | $109,979 | $157,304-30.1% | $141,197-22.1% | $152,909-28.1% |
| Participation rate | 66.7% | 84.8%-18.2pp | 82.5%-15.8pp | 82.5%-15.8pp |
| Annual return | 0.00% | 64.34%-64.3pp | 71.41%-71.4pp | 345.46%-345.5pp |
| Employer contribution / active EE | $1,013 | $5,263-80.8% | $4,736-78.6% | $4,764-78.7% |
| Participant deferral / active EE | $1,266 | $7,111-82.2% | $6,710-81.1% | $5,851-78.4% |
| Admin fee / account holder | $176 | $12,126-98.6% | $10,265-98.3% | $11,601-98.5% |