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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 | $24,983 | $185,312-86.5% | $161,489-84.5% | $154,746-83.9% |
| Participation rate | 47.4% | 82.5%-35.1pp | 78.7%-31.3pp | 80.7%-33.3pp |
| Annual return | 15.73% | 103.84%-88.1pp | 89.72%-74.0pp | 172.34%-156.6pp |
| Employer contribution / active EE | $0 | $4,769-100.0% | $4,268-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $260 | $6,350-95.9% | $5,630-95.4% | $6,730-96.1% |
| Admin fee / account holder | $108 | $18,654-99.4% | $16,006-99.3% | $14,365-99.3% |