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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 | $100,073-73.0% | $85,126-68.3% | $145,877-81.5% |
| Participation rate | 14.3% | 74.1%-59.8pp | 67.5%-53.2pp | 80.3%-66.0pp |
| Annual return | 22.80% | 84.11%-61.3pp | 66.63%-43.8pp | 551.28%-528.5pp |
| Employer contribution / active EE | $0 | $3,236-100.0% | $2,731-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $743 | $5,294-86.0% | $4,523-83.6% | $6,691-88.9% |
| Admin fee / account holder | $65 | $7,261-99.1% | $6,160-99.0% | $13,402-99.5% |