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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 | $40,275+104.1% | $57,356+43.4% | $59,633+37.9% |
| Participation rate | 0.0% | 69.1%-69.1pp | 75.1%-75.1pp | 68.7%-68.7pp |
| Annual return | 2.09% | 27.52%-25.4pp | 24.41%-22.3pp | 2041.45%-2039.4pp |
| Employer contribution / active EE | $0 | $1,921-100.0% | $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 | $2,820-100.0% | $3,357-100.0% | $4,297-100.0% |