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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 | $55,542 | $105,158-47.2% | $94,672-41.3% | $139,487-60.2% |
| Participation rate | 61.5% | 82.4%-20.8pp | 80.8%-19.3pp | 80.3%-18.8pp |
| Annual return | 20.98% | 38.11%-17.1pp | 156.89%-135.9pp | 373.84%-352.9pp |
| Employer contribution / active EE | $0 | $4,107-100.0% | $3,673-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $2,144 | $7,599-71.8% | $7,417-71.1% | $6,713-68.1% |
| Admin fee / account holder | $0 | $8,972-100.0% | $7,222-100.0% | $11,407-100.0% |