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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 | $41,914 | $53,128-21.1% | $86,582-51.6% | $70,126-40.2% |
| Participation rate | 12.3% | 65.3%-53.0pp | 73.5%-61.3pp | 69.5%-57.3pp |
| Annual return | 20.17% | 27.66%-7.5pp | 965.08%-944.9pp | 73.15%-53.0pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $2,839-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $485 | $2,695-82.0% | $3,609-86.6% | $3,332-85.4% |
| Admin fee / account holder | $24 | $3,584-99.3% | $4,904-99.5% | $4,645-99.5% |