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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 | $12,786 | $51,638-75.2% | $68,368-81.3% | $82,448-84.5% |
| Participation rate | 8.6% | 63.6%-55.0pp | 73.8%-65.2pp | 68.1%-59.5pp |
| Annual return | 18.63% | 37.53%-18.9pp | 292.57%-273.9pp | 41.64%-23.0pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $2,649-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $175 | $2,914-94.0% | $4,123-95.7% | $4,139-95.8% |
| Admin fee / account holder | $121 | $4,643-97.4% | $5,150-97.7% | $7,234-98.3% |