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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 | $55,001 | $63,346-13.2% | $92,240-40.4% | $70,126-21.6% |
| Participation rate | 13.6% | 68.7%-55.0pp | 76.5%-62.8pp | 69.5%-55.9pp |
| Annual return | 21.85% | 530.19%-508.3pp | 176.29%-154.4pp | 73.15%-51.3pp |
| Employer contribution / active EE | $0 | $2,471-100.0% | $3,680-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $91 | $2,854-96.8% | $3,897-97.7% | $3,332-97.3% |
| Admin fee / account holder | $0 | $3,841-100.0% | $5,194-100.0% | $4,645-100.0% |