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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 | $31,563 | $56,197-43.8% | $67,652-53.3% | $59,633-47.1% |
| Participation rate | 31.0% | 71.5%-40.4pp | 75.7%-44.6pp | 68.7%-37.6pp |
| Annual return | 4.86% | 18508.10%-18503.2pp | 6625.40%-6620.5pp | 2041.45%-2036.6pp |
| Employer contribution / active EE | $0 | $1,615-100.0% | $2,266-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $866 | $2,844-69.5% | $3,560-75.7% | $3,192-72.9% |
| Admin fee / account holder | $87 | $3,958-97.8% | $4,821-98.2% | $4,297-98.0% |