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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 | $51,242 | $129,737-60.5% | $119,126-57.0% | $154,746-66.9% |
| Participation rate | 29.4% | 78.9%-49.4pp | 75.8%-46.3pp | 80.7%-51.3pp |
| Annual return | 10.67% | 379.08%-368.4pp | 282.11%-271.4pp | 172.34%-161.7pp |
| Employer contribution / active EE | $0 | $4,375-100.0% | $4,034-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $429 | $5,842-92.6% | $5,318-91.9% | $6,730-93.6% |
| Admin fee / account holder | $104 | $11,961-99.1% | $10,693-99.0% | $14,365-99.3% |