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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 | $23,225 | $156,927-85.2% | $121,169-80.8% | $139,456-83.3% |
| Participation rate | 40.0% | 76.4%-36.4pp | 69.5%-29.5pp | 80.3%-40.3pp |
| Annual return | 18.39% | 1475.85%-1457.5pp | 986.71%-968.3pp | 373.45%-355.1pp |
| Employer contribution / active EE | $0 | $5,542-100.0% | $4,168-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $136 | $4,848-97.2% | $4,083-96.7% | $6,711-98.0% |
| Admin fee / account holder | $30 | $6,946-99.6% | $5,645-99.5% | $11,407-99.7% |