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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 | $28,825 | $175,036-83.5% | $62,929-54.2% | - |
| Participation rate | 5.1% | 60.2%-55.1pp | 73.1%-68.1pp | - |
| Annual return | 13.05% | 15.04%-2.0pp | 1063.93%-1050.9pp | - |
| Employer contribution / active EE | $0 | $1,949-100.0% | $2,505-100.0% | - |
| Participant deferral / active EE | $219 | $3,720-94.1% | $3,888-94.4% | - |
| Admin fee / account holder | $282 | $23,923-98.8% | $5,065-94.4% | - |