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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 | $18,041 | $39,028-53.8% | $80,741-77.7% | $85,847-79.0% |
| Participation rate | 3.8% | 41.6%-37.7pp | 54.2%-50.3pp | 69.3%-65.5pp |
| Annual return | 17.94% | 26.31%-8.4pp | 87.30%-69.4pp | 318.61%-300.7pp |
| Employer contribution / active EE | $92 | $722-87.3% | $1,160-92.1% | $2,565-96.4% |
| Participant deferral / active EE | $115 | $1,326-91.3% | $2,145-94.6% | $3,952-97.1% |
| Admin fee / account holder | $63 | $2,429-97.4% | $3,380-98.1% | $6,261-99.0% |