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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 | $100,613 | $56,134+79.2% | $96,171+4.6% | $85,847+17.2% |
| Participation rate | 63.2% | 56.7%+6.4pp | 68.4%-5.3pp | 69.3%-6.2pp |
| Annual return | 0.00% | 42.30%-42.3pp | 192.04%-192.0pp | 318.61%-318.6pp |
| Employer contribution / active EE | $0 | $1,620-100.0% | $2,799-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $102 | $2,858-96.4% | $4,350-97.6% | $3,952-97.4% |
| Admin fee / account holder | $17 | $3,769-99.5% | $5,538-99.7% | $6,261-99.7% |