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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 | $73,966 | $127,790-42.1% | $106,554-30.6% | $167,553-55.9% |
| Participation rate | 66.7% | 78.3%-11.6pp | 76.1%-9.5pp | 82.1%-15.4pp |
| Annual return | 32.84% | 33.88%-1.0pp | 26.80%+6.0pp | 478.89%-446.1pp |
| Employer contribution / active EE | $0 | $3,427-100.0% | $2,819-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $278 | $5,088-94.5% | $4,398-93.7% | $6,343-95.6% |
| Admin fee / account holder | $68 | $11,231-99.4% | $7,408-99.1% | $12,316-99.4% |