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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 | $18,858 | $96,678-80.5% | $86,640-78.2% | $139,466-86.5% |
| Participation rate | 23.1% | 74.4%-51.3pp | 71.7%-48.6pp | 80.3%-57.3pp |
| Annual return | 16.81% | 106.69%-89.9pp | 592.52%-575.7pp | 373.66%-356.8pp |
| Employer contribution / active EE | $0 | $3,265-100.0% | $3,024-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $783 | $4,837-83.8% | $4,438-82.4% | $6,712-88.3% |
| Admin fee / account holder | $248 | $6,410-96.1% | $5,616-95.6% | $11,409-97.8% |