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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 | $20,835 | $66,124-68.5% | $90,461-77.0% | $73,497-71.7% |
| Participation rate | 6.8% | 69.7%-62.9pp | 72.7%-65.9pp | 70.7%-63.9pp |
| Annual return | 20.23% | 17.65%+2.6pp | 1294.76%-1274.5pp | 28.51%-8.3pp |
| Employer contribution / active EE | $0 | $2,346-100.0% | $3,264-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $337 | $3,039-88.9% | $3,964-91.5% | $3,740-91.0% |
| Admin fee / account holder | $0 | $396-100.0% | $5,617-100.0% | $513-100.0% |