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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 | $5,619 | $72,426-92.2% | $67,560-91.7% | $145,897-96.1% |
| Participation rate | 36.4% | 76.9%-40.5pp | 72.9%-36.6pp | 80.3%-43.9pp |
| Annual return | 17.42% | 7226.78%-7209.4pp | 3533.50%-3516.1pp | 552.29%-534.9pp |
| Employer contribution / active EE | $1,987 | $3,074-35.4% | $2,737-27.4% | $4,663-57.4% |
| Participant deferral / active EE | $0 | $4,785-100.0% | $4,004-100.0% | $6,689-100.0% |
| Admin fee / account holder | $41 | $5,514-99.3% | $3,994-99.0% | $13,390-99.7% |