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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 | $36,896 | $162,529-77.3% | $130,788-71.8% | $154,746-76.2% |
| Participation rate | 27.3% | 75.9%-48.6pp | 70.1%-42.8pp | 80.7%-53.4pp |
| Annual return | 18.44% | 510.48%-492.0pp | 386.44%-368.0pp | 172.34%-153.9pp |
| Employer contribution / active EE | $67 | $4,447-98.5% | $3,558-98.1% | $4,379-98.5% |
| Participant deferral / active EE | $0 | $4,808-100.0% | $4,137-100.0% | $6,730-100.0% |
| Admin fee / account holder | $165 | $7,669-97.8% | $6,673-97.5% | $14,365-98.9% |