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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 | $72,465-91.6% | $67,575-91.0% | $145,884-95.8% |
| Participation rate | 26.3% | 76.9%-50.6pp | 72.9%-46.6pp | 80.3%-54.0pp |
| Annual return | 502.75% | 7222.56%-6719.8pp | 3528.98%-3026.2pp | 551.85%-49.1pp |
| Employer contribution / active EE | $0 | $3,074-100.0% | $2,736-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $823 | $4,786-82.8% | $4,003-79.4% | $6,690-87.7% |
| Admin fee / account holder | $38 | $5,515-99.3% | $3,993-99.0% | $13,392-99.7% |