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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 | $13,772 | $97,765-85.9% | $103,486-86.7% | $145,884-90.6% |
| Participation rate | 50.0% | 81.1%-31.1pp | 80.5%-30.5pp | 80.3%-30.3pp |
| Annual return | 14.67% | 25.44%-10.8pp | 23.93%-9.3pp | 551.85%-537.2pp |
| Employer contribution / active EE | $1,304 | $4,687-72.2% | $4,679-72.1% | $4,662-72.0% |
| Participant deferral / active EE | $1,592 | $6,606-75.9% | $6,628-76.0% | $6,690-76.2% |
| Admin fee / account holder | $0 | $12,505-100.0% | $9,354-100.0% | $13,392-100.0% |