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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 | $12,270 | $57,305-78.6% | $86,640-85.8% | $75,173-83.7% |
| Participation rate | 37.1% | 63.2%-26.1pp | 71.7%-34.6pp | 67.2%-30.1pp |
| Annual return | 16.87% | 2674.24%-2657.4pp | 592.52%-575.7pp | 160.72%-143.9pp |
| Employer contribution / active EE | $0 | $2,316-100.0% | $3,024-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $630 | $3,320-81.0% | $4,438-85.8% | $4,126-84.7% |
| Admin fee / account holder | $197 | $4,116-95.2% | $5,616-96.5% | $5,651-96.5% |