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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 | $62,115 | $49,255+26.1% | $70,494-11.9% | $79,856-22.2% |
| Participation rate | 24.4% | 69.2%-44.8pp | 75.1%-50.7pp | 69.6%-45.3pp |
| Annual return | 23.41% | 30.10%-6.7pp | 109.16%-85.7pp | 31.71%-8.3pp |
| Employer contribution / active EE | $0 | $2,100-100.0% | $2,738-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $666 | $2,768-75.9% | $3,711-82.1% | $3,741-82.2% |
| Admin fee / account holder | $0 | $2,879-100.0% | $3,848-100.0% | $5,306-100.0% |