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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 | $52,018 | $51,184+1.6% | $66,439-21.7% | $86,983-40.2% |
| Participation rate | 6.9% | 68.5%-61.6pp | 74.5%-67.6pp | 69.5%-62.6pp |
| Annual return | 14.05% | 17.07%-3.0pp | 757.66%-743.6pp | 25.83%-11.8pp |
| Employer contribution / active EE | $0 | $2,023-100.0% | $2,637-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $847 | $2,927-71.1% | $3,876-78.2% | $4,194-79.8% |
| Admin fee / account holder | $275 | $4,154-93.4% | $6,173-95.5% | $7,856-96.5% |