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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 | $65,977 | $91,167-27.6% | $178,498-63.0% | $79,858-17.4% |
| Participation rate | 13.8% | 69.2%-55.5pp | 81.9%-68.2pp | 69.6%-55.9pp |
| Annual return | 42.16% | 24.19%+18.0pp | 151.09%-108.9pp | 31.72%+10.4pp |
| Employer contribution / active EE | $0 | $3,255-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $443 | $3,236-86.3% | $5,202-91.5% | $3,740-88.1% |
| Admin fee / account holder | $12 | $6,747-99.8% | $13,985-99.9% | $5,306-99.8% |