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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 | $24,892 | $24,8910% | $69,632-64.3% | $74,478-66.6% |
| Participation rate | 52.9% | 63.4%-10.6pp | 66.4%-13.5pp | 67.2%-14.3pp |
| Annual return | 17.47% | 18.53%-1.1pp | 101.32%-83.9pp | 1370.56%-1353.1pp |
| Employer contribution / active EE | $2,737 | $1,005+172.3% | $1,708+60.2% | $2,626+4.2% |
| Participant deferral / active EE | $0 | $1,908-100.0% | $2,889-100.0% | $4,350-100.0% |
| Admin fee / account holder | $229 | $1,904-88.0% | $4,695-95.1% | $1,946-88.2% |