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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 | $21,975 | $58,311-62.3% | $81,882-73.2% | $80,959-72.9% |
| Participation rate | 61.4% | 63.5%-2.1pp | 72.4%-11.0pp | 67.7%-6.3pp |
| Annual return | 11.93% | 41.85%-29.9pp | 779.47%-767.5pp | 35.67%-23.7pp |
| Employer contribution / active EE | $1,352 | $2,347-42.4% | $2,916-53.6% | $2,757-51.0% |
| Participant deferral / active EE | $0 | $3,287-100.0% | $4,323-100.0% | $4,300-100.0% |
| Admin fee / account holder | $74 | $4,752-98.5% | $7,360-99.0% | $6,925-98.9% |