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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 | $16,803 | $85,171-80.3% | $172,753-90.3% | $72,976-77.0% |
| Participation rate | 22.2% | 70.1%-47.8pp | 82.6%-60.4pp | 69.5%-47.3pp |
| Annual return | 22.48% | 27.32%-4.8pp | 803.00%-780.5pp | 81.02%-58.5pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,144-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $459 | $3,260-85.9% | $5,198-91.2% | $3,608-87.3% |
| Admin fee / account holder | $24 | $5,880-99.6% | $13,956-99.8% | $5,124-99.5% |