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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 | $78,202 | $57,330+36.4% | $86,656-9.8% | $75,177+4.0% |
| Participation rate | 16.0% | 63.2%-47.2pp | 71.7%-55.7pp | 67.2%-51.2pp |
| Annual return | 13.86% | 2675.40%-2661.5pp | 593.09%-579.2pp | 160.75%-146.9pp |
| Employer contribution / active EE | $0 | $2,316-100.0% | $3,025-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $532 | $3,320-84.0% | $4,439-88.0% | $4,126-87.1% |
| Admin fee / account holder | $251 | $4,115-93.9% | $5,619-95.5% | $5,651-95.6% |