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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 | $19,019 | $58,258-67.4% | $81,820-76.8% | $80,925-76.5% |
| Participation rate | 7.4% | 63.5%-56.1pp | 72.4%-65.0pp | 67.7%-60.3pp |
| Annual return | 17.25% | 41.76%-24.5pp | 777.93%-760.7pp | 35.65%-18.4pp |
| Employer contribution / active EE | $0 | $2,345-100.0% | $2,915-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $327 | $3,284-90.1% | $4,323-92.4% | $4,299-92.4% |
| Admin fee / account holder | $0 | $4,976-100.0% | $7,391-100.0% | $6,940-100.0% |