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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 | $46,817 | $109,863-57.4% | $98,477-52.5% | $167,518-72.1% |
| Participation rate | 9.1% | 75.8%-66.7pp | 73.3%-64.3pp | 82.1%-73.0pp |
| Annual return | 18.11% | 1958.09%-1940.0pp | 1493.59%-1475.5pp | 478.71%-460.6pp |
| Employer contribution / active EE | $0 | $3,225-100.0% | $2,961-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $177 | $4,673-96.2% | $4,276-95.9% | $6,342-97.2% |
| Admin fee / account holder | $20 | $6,755-99.7% | $5,951-99.7% | $12,312-99.8% |