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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 | $70,665 | $60,139+17.5% | $90,461-21.9% | $79,856-11.5% |
| Participation rate | 10.0% | 65.0%-55.0pp | 72.7%-62.7pp | 69.6%-59.6pp |
| Annual return | 17.63% | 71.96%-54.3pp | 1294.76%-1277.1pp | 31.71%-14.1pp |
| Employer contribution / active EE | $0 | $2,069-100.0% | $3,264-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $576 | $2,939-80.4% | $3,964-85.5% | $3,741-84.6% |
| Admin fee / account holder | $35 | $3,978-99.1% | $5,617-99.4% | $5,306-99.3% |