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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 | $14,664 | $97,125-84.9% | $86,233-83.0% | $137,256-89.3% |
| Participation rate | 66.7% | 74.2%-7.5pp | 69.0%-2.4pp | 80.0%-13.3pp |
| Annual return | 15.49% | 74.19%-58.7pp | 61.39%-45.9pp | 220.34%-204.8pp |
| Employer contribution / active EE | $2,035 | $2,841-28.4% | $2,504-18.7% | $4,156-51.0% |
| Participant deferral / active EE | $0 | $5,180-100.0% | $4,559-100.0% | $6,407-100.0% |
| Admin fee / account holder | $167 | $9,725-98.3% | $8,342-98.0% | $12,270-98.6% |