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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 | $14,326 | $51,184-72.0% | $66,439-78.4% | $86,983-83.5% |
| Participation rate | 11.4% | 68.5%-57.1pp | 74.5%-63.1pp | 69.5%-58.1pp |
| Annual return | 25.92% | 17.07%+8.8pp | 757.66%-731.7pp | 25.83%+0.1pp |
| Employer contribution / active EE | $0 | $2,023-100.0% | $2,637-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $452 | $2,927-84.6% | $3,876-88.3% | $4,194-89.2% |
| Admin fee / account holder | $0 | $4,154-100.0% | $6,173-100.0% | $7,856-100.0% |