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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 | $12,460 | $57,305-78.3% | $86,640-85.6% | $75,173-83.4% |
| Participation rate | 5.6% | 63.2%-57.7pp | 71.7%-66.2pp | 67.2%-61.6pp |
| Annual return | 26.59% | 2674.24%-2647.6pp | 592.52%-565.9pp | 160.72%-134.1pp |
| Employer contribution / active EE | $0 | $2,316-100.0% | $3,024-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $209 | $3,320-93.7% | $4,438-95.3% | $4,126-94.9% |
| Admin fee / account holder | $0 | $4,116-100.0% | $5,616-100.0% | $5,651-100.0% |