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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 | $89,732 | $47,479+89.0% | $62,929+42.6% | $82,448+8.8% |
| Participation rate | 2.2% | 66.9%-64.7pp | 73.1%-70.9pp | 68.1%-65.9pp |
| Annual return | 28.03% | 20.34%+7.7pp | 1063.93%-1035.9pp | 41.64%-13.6pp |
| Employer contribution / active EE | $0 | $1,885-100.0% | $2,505-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $761 | $2,870-73.5% | $3,888-80.4% | $4,139-81.6% |
| Admin fee / account holder | $103 | $3,804-97.3% | $5,065-98.0% | $7,234-98.6% |