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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 | $42,159 | $100,970-58.2% | $96,576-56.3% | $137,256-69.3% |
| Participation rate | 23.1% | 82.6%-59.5pp | 81.4%-58.4pp | 80.0%-56.9pp |
| Annual return | 16.49% | 38.16%-21.7pp | 38.47%-22.0pp | 220.34%-203.8pp |
| Employer contribution / active EE | $140 | $3,809-96.3% | $3,553-96.1% | $4,156-96.6% |
| Participant deferral / active EE | $0 | $8,286-100.0% | $7,956-100.0% | $6,407-100.0% |
| Admin fee / account holder | $30 | $11,312-99.7% | $11,381-99.7% | $12,270-99.8% |