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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 | $13,886 | $85,171-83.7% | $172,752-92.0% | $72,975-81.0% |
| Participation rate | 13.4% | 70.1%-56.6pp | 82.6%-69.2pp | 69.5%-56.1pp |
| Annual return | 24.25% | 27.32%-3.1pp | 802.97%-778.7pp | 81.01%-56.8pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,144-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $245 | $3,260-92.5% | $5,198-95.3% | $3,608-93.2% |
| Admin fee / account holder | $49 | $5,880-99.2% | $13,955-99.6% | $5,124-99.0% |