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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 | $14,294 | $169,336-91.6% | $129,384-89.0% | $145,884-90.2% |
| Participation rate | 9.1% | 76.5%-67.4pp | 69.6%-60.5pp | 80.3%-71.2pp |
| Annual return | 14.68% | 14408.70%-14394.0pp | 9461.77%-9447.1pp | 551.85%-537.2pp |
| Employer contribution / active EE | $0 | $5,540-100.0% | $4,153-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $331 | $4,985-93.4% | $4,166-92.1% | $6,690-95.1% |
| Admin fee / account holder | $33 | $9,912-99.7% | $7,686-99.6% | $13,392-99.8% |