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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 | $36,533 | $227,291-83.9% | $214,702-83.0% | $155,188-76.5% |
| Participation rate | 66.7% | 88.0%-21.3pp | 87.5%-20.8pp | 80.8%-14.1pp |
| Annual return | 14.05% | 60.08%-46.0pp | 54.55%-40.5pp | 148.84%-134.8pp |
| Employer contribution / active EE | $0 | $6,772-100.0% | $6,461-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $1,825 | $9,582-81.0% | $9,147-80.0% | $6,531-72.1% |
| Admin fee / account holder | $0 | $20,413-100.0% | $19,830-100.0% | $14,480-100.0% |