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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 | $21,924 | $85,171-74.3% | $172,753-87.3% | $72,976-70.0% |
| Participation rate | 18.2% | 70.1%-51.9pp | 82.6%-64.5pp | 69.5%-51.3pp |
| Annual return | 25.94% | 27.32%-1.4pp | 803.00%-777.1pp | 81.02%-55.1pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,144-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $801 | $3,260-75.4% | $5,198-84.6% | $3,608-77.8% |
| Admin fee / account holder | $0 | $5,880-100.0% | $13,956-100.0% | $5,124-100.0% |