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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 | $13,996 | $49,891-71.9% | $80,607-82.6% | $75,181-81.4% |
| Participation rate | 35.9% | 55.3%-19.4pp | 67.0%-31.1pp | 67.2%-31.3pp |
| Annual return | 0.00% | 34.67%-34.7pp | 936.11%-936.1pp | 160.69%-160.7pp |
| Employer contribution / active EE | $255 | $1,698-85.0% | $2,724-90.6% | $2,671-90.4% |
| Participant deferral / active EE | $292 | $2,991-90.2% | $4,448-93.4% | $4,126-92.9% |
| Admin fee / account holder | $28 | $3,578-99.2% | $5,379-99.5% | $5,650-99.5% |