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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 | $34,099 | $56,200-39.3% | $67,653-49.6% | $59,633-42.8% |
| Participation rate | 28.6% | 71.5%-42.9pp | 75.7%-47.1pp | 68.7%-40.1pp |
| Annual return | 1.17% | 18506.71%-18505.5pp | 6625.22%-6624.0pp | 2041.40%-2040.2pp |
| Employer contribution / active EE | $0 | $1,615-100.0% | $2,266-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $507 | $2,843-82.2% | $3,560-85.8% | $3,192-84.1% |
| Admin fee / account holder | $5 | $3,959-99.9% | $4,821-99.9% | $4,297-99.9% |