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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 | $149,040-75.2% | $120,225-69.3% | $137,256-73.1% |
| Participation rate | 27.3% | 75.4%-48.1pp | 69.6%-42.3pp | 80.0%-52.7pp |
| Annual return | 18.44% | 605.68%-587.2pp | 439.23%-420.8pp | 220.34%-201.9pp |
| Employer contribution / active EE | $67 | $4,350-98.5% | $3,475-98.1% | $4,156-98.4% |
| Participant deferral / active EE | $0 | $4,655-100.0% | $3,999-100.0% | $6,407-100.0% |
| Admin fee / account holder | $165 | $6,348-97.4% | $5,696-97.1% | $12,270-98.7% |