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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 | $40,429 | $138,114-70.7% | $125,391-67.8% | $134,545-70.0% |
| Participation rate | 66.7% | 84.5%-17.8pp | 82.4%-15.7pp | 81.2%-14.6pp |
| Annual return | -15.97% | 750.88%-766.9pp | 572.41%-588.4pp | 418.37%-434.3pp |
| Employer contribution / active EE | $0 | $5,246-100.0% | $4,816-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $1,570 | $7,801-79.9% | $7,448-78.9% | $6,401-75.5% |
| Admin fee / account holder | $55 | $11,570-99.5% | $10,009-99.5% | $11,431-99.5% |