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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 | $29,271 | $84,685-65.4% | $73,836-60.4% | $125,389-76.7% |
| Participation rate | 10.0% | 76.8%-66.8pp | 73.4%-63.4pp | 83.2%-73.2pp |
| Annual return | 0.20% | 3123.80%-3123.6pp | 2268.06%-2267.9pp | 282.24%-282.0pp |
| Employer contribution / active EE | $97 | $3,123-96.9% | $2,787-96.5% | $4,866-98.0% |
| Participant deferral / active EE | $145 | $3,993-96.4% | $3,583-96.0% | $5,352-97.3% |
| Admin fee / account holder | $0 | $5,694-100.0% | $4,882-100.0% | $9,541-100.0% |