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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 | $14,361 | $48,277-70.3% | $67,511-78.7% | $80,874-82.2% |
| Participation rate | 46.7% | 66.4%-19.7pp | 72.9%-26.2pp | 67.6%-21.0pp |
| Annual return | 15.00% | 18.27%-3.3pp | 3517.41%-3502.4pp | 35.62%-20.6pp |
| Employer contribution / active EE | $0 | $2,021-100.0% | $2,733-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $441 | $2,926-84.9% | $4,000-89.0% | $4,297-89.7% |
| Admin fee / account holder | $0 | $3,687-100.0% | $3,999-100.0% | $6,935-100.0% |