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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 | $15,908 | $129,737-87.7% | $119,126-86.6% | $154,746-89.7% |
| Participation rate | 7.1% | 78.9%-71.7pp | 75.8%-68.6pp | 80.7%-73.6pp |
| Annual return | 16.64% | 379.08%-362.4pp | 282.11%-265.5pp | 172.34%-155.7pp |
| Employer contribution / active EE | $0 | $4,375-100.0% | $4,034-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $273 | $5,842-95.3% | $5,318-94.9% | $6,730-95.9% |
| Admin fee / account holder | $58 | $11,961-99.5% | $10,693-99.5% | $14,365-99.6% |