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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 | $27,415 | $183,516-85.1% | $155,534-82.4% | $145,884-81.2% |
| Participation rate | 7.7% | 82.7%-75.0pp | 78.2%-70.5pp | 80.3%-72.6pp |
| Annual return | 14.46% | 61.43%-47.0pp | 64.92%-50.5pp | 551.85%-537.4pp |
| Employer contribution / active EE | $0 | $5,315-100.0% | $4,675-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $207 | $6,467-96.8% | $5,630-96.3% | $6,690-96.9% |
| Admin fee / account holder | $58 | $19,293-99.7% | $15,900-99.6% | $13,392-99.6% |