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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 | $18,821 | $75,832-75.2% | $147,618-87.3% | $59,633-68.4% |
| Participation rate | 39.2% | 71.6%-32.3pp | 84.6%-45.4pp | 68.7%-29.4pp |
| Annual return | 1.94% | 0.37%+1.6pp | 61.98%-60.0pp | 2041.40%-2039.5pp |
| Employer contribution / active EE | $0 | $3,485-100.0% | $5,565-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $544 | $3,131-82.6% | $4,895-88.9% | $3,192-82.9% |
| Admin fee / account holder | $232 | $5,986-96.1% | $11,612-98.0% | $4,297-94.6% |