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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 | $153,551 | $106,749+43.8% | $145,433+5.6% | $82,448+86.2% |
| Participation rate | 6.3% | 75.6%-69.3pp | 82.1%-75.8pp | 68.1%-61.7pp |
| Annual return | 17.70% | 27.59%-9.9pp | 66.58%-48.9pp | 41.64%-23.9pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $886 | $6,519-86.4% | $7,897-88.8% | $4,139-78.6% |
| Admin fee / account holder | $4 | $8,390-100.0% | $13,129-100.0% | $7,234-99.9% |