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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 | $169,054 | $53,777+214.4% | $134,155+26.0% | $79,858+111.7% |
| Participation rate | 10.2% | 58.8%-48.6pp | 72.2%-62.0pp | 69.6%-59.4pp |
| Annual return | 24.82% | 19.01%+5.8pp | 36.34%-11.5pp | 31.72%-6.9pp |
| Employer contribution / active EE | $0 | $1,321-100.0% | $3,705-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $441 | $2,420-81.8% | $3,500-87.4% | $3,740-88.2% |
| Admin fee / account holder | $159 | $3,984-96.0% | $6,685-97.6% | $5,306-97.0% |