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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 | $76,705 | $53,837+42.5% | $75,717+1.3% | $85,856-10.7% |
| Participation rate | 56.7% | 69.1%-12.4pp | 74.8%-18.2pp | 69.3%-12.7pp |
| Annual return | 24.52% | 24.54%0pp | 104.58%-80.1pp | 318.58%-294.1pp |
| Employer contribution / active EE | $0 | $2,017-100.0% | $2,743-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $517 | $2,895-82.1% | $3,821-86.5% | $3,952-86.9% |
| Admin fee / account holder | $0 | $3,341-100.0% | $3,619-100.0% | $6,261-100.0% |