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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 | $29,825 | $166,242-82.1% | $165,071-81.9% | $145,884-79.6% |
| Participation rate | 37.5% | 82.0%-44.5pp | 78.6%-41.1pp | 80.3%-42.8pp |
| Annual return | 14.75% | 100.44%-85.7pp | 70.17%-55.4pp | 551.85%-537.1pp |
| Employer contribution / active EE | $0 | $5,283-100.0% | $4,347-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $752 | $6,964-89.2% | $6,035-87.5% | $6,690-88.8% |
| Admin fee / account holder | $17 | $16,658-99.9% | $12,695-99.9% | $13,392-99.9% |