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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 | $25,316 | $98,766-74.4% | $149,730-83.1% | $79,852-68.3% |
| Participation rate | 23.1% | 75.8%-52.7pp | 82.5%-59.4pp | 69.6%-46.6pp |
| Annual return | 47.77% | 27.43%+20.3pp | 276.70%-228.9pp | 31.72%+16.0pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,645-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,644 | $5,681-71.1% | $6,843-76.0% | $3,740-56.1% |
| Admin fee / account holder | $72 | $6,052-98.8% | $9,310-99.2% | $5,306-98.6% |