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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 | $6,106 | $72,446-91.6% | $67,561-91.0% | $145,877-95.8% |
| Participation rate | 26.3% | 76.9%-50.6pp | 72.9%-46.6pp | 80.3%-54.0pp |
| Annual return | 502.75% | 7211.98%-6709.2pp | 3525.44%-3022.7pp | 551.28%-48.5pp |
| Employer contribution / active EE | $0 | $3,072-100.0% | $2,735-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $823 | $4,785-82.8% | $4,003-79.4% | $6,691-87.7% |
| Admin fee / account holder | $38 | $5,541-99.3% | $4,006-99.1% | $13,402-99.7% |