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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 | $15,222 | $76,634-80.1% | $56,054-72.8% | $145,978-89.6% |
| Participation rate | 58.3% | 63.2%-4.9pp | 52.5%+5.9pp | 80.3%-22.0pp |
| Annual return | 12.56% | 3004.33%-2991.8pp | 1705.95%-1693.4pp | 550.52%-538.0pp |
| Employer contribution / active EE | $3,823 | $1,380+176.9% | $1,039+267.9% | $4,662-18.0% |
| Participant deferral / active EE | $0 | $2,622-100.0% | $1,952-100.0% | $6,690-100.0% |
| Admin fee / account holder | $0 | $3,321-100.0% | $2,822-100.0% | $13,400-100.0% |