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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 | $69,073 | $69,774-1.0% | $67,575+2.2% | $74,459-7.2% |
| Participation rate | 27.8% | 71.4%-43.6pp | 72.9%-45.1pp | 67.2%-39.4pp |
| Annual return | 16.65% | -40.53%+57.2pp | 3528.98%-3512.3pp | 1369.70%-1353.0pp |
| Employer contribution / active EE | $0 | $2,710-100.0% | $2,736-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $810 | $3,636-77.7% | $4,003-79.8% | $4,350-81.4% |
| Admin fee / account holder | $97 | $890-89.1% | $3,993-97.6% | $1,945-95.0% |