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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 | $73,292 | $116,434-37.1% | $65,583+11.8% | $139,487-47.5% |
| Participation rate | 0.0% | 67.9%-67.9pp | 65.0%-65.0pp | 80.3%-80.3pp |
| Annual return | 14.23% | 31.34%-17.1pp | 47.46%-33.2pp | 373.84%-359.6pp |
| Employer contribution / active EE | $465 | $2,602-82.1% | $1,692-72.5% | $4,755-90.2% |
| Participant deferral / active EE | $465 | $4,245-89.0% | $2,833-83.6% | $6,713-93.1% |
| Admin fee / account holder | $229 | $6,696-96.6% | $4,112-94.4% | $11,407-98.0% |