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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 | $37,374 | $85,169-56.1% | $172,755-78.4% | $72,983-48.8% |
| Participation rate | 20.0% | 70.1%-50.1pp | 82.6%-62.6pp | 69.5%-49.5pp |
| Annual return | 20.19% | 27.32%-7.1pp | 802.94%-782.7pp | 81.01%-60.8pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,144-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $720 | $3,260-77.9% | $5,198-86.1% | $3,608-80.0% |
| Admin fee / account holder | $14 | $5,880-99.8% | $13,955-99.9% | $5,124-99.7% |