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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 | $61,124 | $56,199+8.8% | $67,652-9.6% | $59,632+2.5% |
| Participation rate | 56.3% | 71.5%-15.2pp | 75.7%-19.4pp | 68.7%-12.4pp |
| Annual return | 3.54% | 18505.31%-18501.8pp | 6625.04%-6621.5pp | 2041.32%-2037.8pp |
| Employer contribution / active EE | $0 | $1,614-100.0% | $2,266-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $766 | $2,844-73.1% | $3,560-78.5% | $3,192-76.0% |
| Admin fee / account holder | $32 | $3,958-99.2% | $4,821-99.3% | $4,297-99.2% |