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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 | $47,077 | $157,304-70.1% | $141,197-66.7% | $152,909-69.2% |
| Participation rate | 69.6% | 84.8%-15.3pp | 82.5%-12.9pp | 82.5%-12.9pp |
| Annual return | 0.00% | 64.34%-64.3pp | 71.41%-71.4pp | 345.46%-345.5pp |
| Employer contribution / active EE | $0 | $5,263-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,740 | $7,111-75.5% | $6,710-74.1% | $5,851-70.3% |
| Admin fee / account holder | $60 | $12,126-99.5% | $10,265-99.4% | $11,601-99.5% |