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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 | $82,220 | $40,263+104.2% | $57,347+43.4% | $59,632+37.9% |
| Participation rate | 0.0% | 69.2%-69.2pp | 75.1%-75.1pp | 68.7%-68.7pp |
| Annual return | 2.09% | 27.50%-25.4pp | 24.40%-22.3pp | 2041.32%-2039.2pp |
| Employer contribution / active EE | $0 | $1,922-100.0% | $2,689-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $213 | $2,400-91.1% | $3,162-93.3% | $3,192-93.3% |
| Admin fee / account holder | $0 | $2,819-100.0% | $3,356-100.0% | $4,297-100.0% |