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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 | $51,547 | $58,275-11.5% | $81,844-37.0% | $80,935-36.3% |
| Participation rate | 2.5% | 63.5%-60.9pp | 72.4%-69.8pp | 67.7%-65.1pp |
| Annual return | 23.25% | 41.82%-18.6pp | 778.87%-755.6pp | 35.66%-12.4pp |
| Employer contribution / active EE | $0 | $2,346-100.0% | $2,916-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $35 | $3,285-98.9% | $4,323-99.2% | $4,299-99.2% |
| Admin fee / account holder | $0 | $4,749-100.0% | $7,355-100.0% | $6,924-100.0% |