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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 | $58,241-67.3% | $81,780-76.7% | $80,911-76.5% |
| Participation rate | 7.4% | 63.4%-56.0pp | 72.4%-65.0pp | 67.6%-60.2pp |
| Annual return | 17.25% | 41.73%-24.5pp | 776.27%-759.0pp | 35.63%-18.4pp |
| Employer contribution / active EE | $0 | $2,343-100.0% | $2,914-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $327 | $3,283-90.0% | $4,321-92.4% | $4,297-92.4% |
| Admin fee / account holder | $0 | $4,973-100.0% | $7,384-100.0% | $6,935-100.0% |