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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 | $41,718 | $138,075-69.8% | $123,552-66.2% | $135,379-69.2% |
| Participation rate | 21.7% | 84.7%-63.0pp | 82.3%-60.6pp | 82.6%-60.9pp |
| Annual return | -4.60% | 153.70%-158.3pp | 119.20%-123.8pp | 519.79%-524.4pp |
| Employer contribution / active EE | $0 | $5,152-100.0% | $4,628-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,958 | $6,800-71.2% | $6,426-69.5% | $5,609-65.1% |
| Admin fee / account holder | $166 | $10,917-98.5% | $9,285-98.2% | $10,828-98.5% |