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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 | $48,161 | $135,956-64.6% | $123,894-61.1% | $273,972-82.4% |
| Participation rate | 13.3% | 84.1%-70.7pp | 81.4%-68.1pp | 83.0%-69.7pp |
| Annual return | 6.24% | 56.63%-50.4pp | 47.52%-41.3pp | 41.46%-35.2pp |
| Employer contribution / active EE | $0 | $5,170-100.0% | $4,617-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $260 | $6,343-95.9% | $5,984-95.7% | $5,287-95.1% |
| Admin fee / account holder | $68 | $9,817-99.3% | $8,357-99.2% | $10,133-99.3% |