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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 | $26,999 | $99,995-73.0% | $85,063-68.3% | $145,978-81.5% |
| Participation rate | 14.3% | 74.1%-59.8pp | 67.5%-53.2pp | 80.3%-66.0pp |
| Annual return | 22.80% | 83.99%-61.2pp | 66.54%-43.7pp | 550.52%-527.7pp |
| Employer contribution / active EE | $0 | $3,231-100.0% | $2,727-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $743 | $5,295-86.0% | $4,523-83.6% | $6,690-88.9% |
| Admin fee / account holder | $65 | $7,255-99.1% | $6,155-99.0% | $13,400-99.5% |