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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 | $76,843 | $98,766-22.2% | $149,730-48.7% | $79,852-3.8% |
| Participation rate | 4.1% | 75.8%-71.7pp | 82.5%-78.4pp | 69.6%-65.5pp |
| Annual return | 17.12% | 27.43%-10.3pp | 276.70%-259.6pp | 31.72%-14.6pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,645-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $537 | $5,681-90.6% | $6,843-92.2% | $3,740-85.7% |
| Admin fee / account holder | $15 | $6,052-99.8% | $9,310-99.8% | $5,306-99.7% |