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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 | $10,239 | $28,624-64.2% | $53,647-80.9% | $82,637-87.6% |
| Participation rate | 5.0% | 47.3%-42.3pp | 56.3%-51.3pp | 68.1%-63.1pp |
| Annual return | 23.80% | 664.98%-641.2pp | 358.33%-334.5pp | 53.51%-29.7pp |
| Employer contribution / active EE | $0 | $637-100.0% | $962-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $151 | $1,196-87.4% | $1,813-91.7% | $4,126-96.3% |
| Admin fee / account holder | $20 | $2,022-99.0% | $2,460-99.2% | $7,339-99.7% |