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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 | $27,899 | $156,970-82.2% | $121,210-77.0% | $139,487-80.0% |
| Participation rate | 53.3% | 76.5%-23.1pp | 69.5%-16.2pp | 80.3%-27.0pp |
| Annual return | 19.69% | 1477.10%-1457.4pp | 987.41%-967.7pp | 373.84%-354.2pp |
| Employer contribution / active EE | $3,197 | $5,546-42.4% | $4,171-23.3% | $4,755-32.8% |
| Participant deferral / active EE | $0 | $4,849-100.0% | $4,084-100.0% | $6,713-100.0% |
| Admin fee / account holder | $117 | $6,947-98.3% | $5,647-97.9% | $11,407-99.0% |