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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 | $41,115 | $60,128-31.6% | $90,440-54.5% | $79,852-48.5% |
| Participation rate | 6.3% | 65.0%-58.6pp | 72.7%-66.3pp | 69.6%-63.3pp |
| Annual return | 18.92% | 71.95%-53.0pp | 1294.38%-1275.5pp | 31.72%-12.8pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $3,263-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $372 | $2,939-87.3% | $3,964-90.6% | $3,740-90.1% |
| Admin fee / account holder | $0 | $3,977-100.0% | $5,615-100.0% | $5,306-100.0% |