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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 | $14,220 | $53,837-73.6% | $75,714-81.2% | $85,847-83.4% |
| Participation rate | 5.7% | 69.1%-63.3pp | 74.8%-69.1pp | 69.3%-63.6pp |
| Annual return | 1660.61% | 24.54%+1636.1pp | 104.62%+1556.0pp | 318.61%+1342.0pp |
| Employer contribution / active EE | $0 | $2,017-100.0% | $2,744-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $78 | $2,895-97.3% | $3,820-98.0% | $3,952-98.0% |
| Admin fee / account holder | $25 | $3,339-99.3% | $3,619-99.3% | $6,261-99.6% |