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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 | $73,373 | $58,714+25.0% | $142,874-48.6% | $85,856-14.5% |
| Participation rate | 25.0% | 58.5%-33.5pp | 72.0%-47.0pp | 69.3%-44.3pp |
| Annual return | 29.13% | 27.73%+1.4pp | 5638.58%-5609.5pp | 318.58%-289.5pp |
| Employer contribution / active EE | $0 | $1,423-100.0% | $4,145-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $101 | $2,608-96.1% | $3,838-97.4% | $3,952-97.4% |
| Admin fee / account holder | $179 | $4,241-95.8% | $6,561-97.3% | $6,261-97.1% |