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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 | $43,642 | $217,432-79.9% | $185,849-76.5% | $167,536-74.0% |
| Participation rate | 55.6% | 86.1%-30.5pp | 81.7%-26.2pp | 82.1%-26.6pp |
| Annual return | 11.41% | 148.42%-137.0pp | 122.10%-110.7pp | 478.82%-467.4pp |
| Employer contribution / active EE | $0 | $5,875-100.0% | $5,169-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $1,917 | $6,357-69.8% | $5,569-65.6% | $6,342-69.8% |
| Admin fee / account holder | $18 | $19,818-99.9% | $16,244-99.9% | $12,315-99.9% |