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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 | $52,505 | $157,296-66.6% | $141,191-62.8% | $152,897-65.7% |
| Participation rate | 58.3% | 84.8%-26.5pp | 82.5%-24.1pp | 82.5%-24.1pp |
| Annual return | 25.06% | 64.34%-39.3pp | 71.41%-46.3pp | 345.43%-320.4pp |
| Employer contribution / active EE | $0 | $5,262-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,420 | $7,111-80.0% | $6,710-78.8% | $5,851-75.7% |
| Admin fee / account holder | $234 | $12,125-98.1% | $10,264-97.7% | $11,599-98.0% |