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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 | $32,105 | $63,346-49.3% | $92,240-65.2% | $70,126-54.2% |
| Participation rate | 13.7% | 68.7%-54.9pp | 76.5%-62.8pp | 69.5%-55.8pp |
| Annual return | 17.57% | 530.19%-512.6pp | 176.29%-158.7pp | 73.15%-55.6pp |
| Employer contribution / active EE | $0 | $2,471-100.0% | $3,680-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $308 | $2,854-89.2% | $3,897-92.1% | $3,332-90.8% |
| Admin fee / account holder | $279 | $3,841-92.7% | $5,194-94.6% | $4,645-94.0% |