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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 | $42,748 | $48,327-11.5% | $67,575-36.7% | $80,935-47.2% |
| Participation rate | 1.6% | 66.4%-64.8pp | 72.9%-71.3pp | 67.7%-66.0pp |
| Annual return | 20.97% | 18.31%+2.7pp | 3528.98%-3508.0pp | 35.66%-14.7pp |
| Employer contribution / active EE | $0 | $2,022-100.0% | $2,736-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $410 | $2,927-86.0% | $4,003-89.8% | $4,299-90.5% |
| Admin fee / account holder | $90 | $3,692-97.6% | $3,993-97.7% | $6,924-98.7% |