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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 | $49,964 | $51,642-3.3% | $129,384-61.4% | $80,935-38.3% |
| Participation rate | 10.4% | 56.9%-46.5pp | 69.6%-59.2pp | 67.7%-57.2pp |
| Annual return | 16.84% | 20.78%-3.9pp | 9461.77%-9444.9pp | 35.66%-18.8pp |
| Employer contribution / active EE | $0 | $1,583-100.0% | $4,153-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $449 | $2,670-83.2% | $4,166-89.2% | $4,299-89.6% |
| Admin fee / account holder | $196 | $4,312-95.5% | $7,686-97.5% | $6,924-97.2% |