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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 | $48,011+86.9% | $63,803+40.6% | $82,637+8.6% |
| Participation rate | 2.2% | 66.6%-64.4pp | 72.7%-70.5pp | 68.1%-65.9pp |
| Annual return | 28.03% | 19.84%+8.2pp | 543.72%-515.7pp | 53.51%-25.5pp |
| Employer contribution / active EE | $0 | $1,904-100.0% | $2,532-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $761 | $2,846-73.3% | $3,843-80.2% | $4,126-81.6% |
| Admin fee / account holder | $103 | $3,873-97.3% | $5,196-98.0% | $7,339-98.6% |