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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 | $31,673 | $73,518-56.9% | $63,003-49.7% | $147,585-78.5% |
| Participation rate | 37.5% | 77.9%-40.4pp | 74.8%-37.3pp | 82.8%-45.3pp |
| Annual return | 14.03% | 175.46%-161.4pp | 87.59%-73.6pp | 578.57%-564.5pp |
| Employer contribution / active EE | $0 | $3,322-100.0% | $2,760-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $272 | $4,183-93.5% | $3,329-91.8% | $5,439-95.0% |
| Admin fee / account holder | $92 | $5,952-98.5% | $3,600-97.4% | $10,885-99.2% |