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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 | $19,754 | $148,629-86.7% | $135,982-85.5% | $139,487-85.8% |
| Participation rate | 25.0% | 83.9%-58.9pp | 81.9%-56.9pp | 80.3%-55.3pp |
| Annual return | 0.00% | 79.33%-79.3pp | 68.32%-68.3pp | 373.84%-373.8pp |
| Employer contribution / active EE | $4,125 | $5,247-21.4% | $4,859-15.1% | $4,755-13.2% |
| Participant deferral / active EE | $413 | $8,102-94.9% | $7,760-94.7% | $6,713-93.9% |
| Admin fee / account holder | $16 | $12,406-99.9% | $10,767-99.9% | $11,407-99.9% |