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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 | $65,970 | $107,941-38.9% | $91,994-28.3% | $152,897-56.9% |
| Participation rate | 41.7% | 81.2%-39.5pp | 78.6%-37.0pp | 82.5%-40.8pp |
| Annual return | 25.50% | 89.28%-63.8pp | 69.04%-43.5pp | 345.43%-319.9pp |
| Employer contribution / active EE | $0 | $4,212-100.0% | $3,453-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,333 | $6,366-79.1% | $5,924-77.5% | $5,851-77.2% |
| Admin fee / account holder | $20 | $10,521-99.8% | $7,744-99.7% | $11,599-99.8% |