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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 | $124,262 | $80,812+53.8% | $160,784-22.7% | $82,448+50.7% |
| Participation rate | 37.1% | 66.2%-29.1pp | 77.0%-39.8pp | 68.1%-30.9pp |
| Annual return | 18.44% | 100.59%-82.1pp | 1803.92%-1785.5pp | 41.64%-23.2pp |
| Employer contribution / active EE | $0 | $2,174-100.0% | $3,733-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,294 | $4,335-70.2% | $6,293-79.4% | $4,139-68.7% |
| Admin fee / account holder | $163 | $7,695-97.9% | $9,717-98.3% | $7,234-97.7% |