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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 | $40,565 | $53,128-23.6% | $86,582-53.1% | $70,126-42.2% |
| Participation rate | 3.6% | 65.3%-61.7pp | 73.5%-69.9pp | 69.5%-65.9pp |
| Annual return | 13.37% | 27.66%-14.3pp | 965.08%-951.7pp | 73.15%-59.8pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $2,839-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $136 | $2,695-95.0% | $3,609-96.2% | $3,332-95.9% |
| Admin fee / account holder | $0 | $3,584-100.0% | $4,904-100.0% | $4,645-100.0% |