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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 | $9,825 | $96,419-89.8% | $80,648-87.8% | $139,487-93.0% |
| Participation rate | 37.5% | 73.6%-36.1pp | 67.0%-29.5pp | 80.3%-42.8pp |
| Annual return | 14.66% | 1352.86%-1338.2pp | 937.21%-922.6pp | 373.84%-359.2pp |
| Employer contribution / active EE | $0 | $3,261-100.0% | $2,724-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $614 | $5,225-88.3% | $4,443-86.2% | $6,713-90.9% |
| Admin fee / account holder | $102 | $6,605-98.5% | $5,382-98.1% | $11,407-99.1% |