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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 | $72,403-92.2% | $67,524-91.7% | $145,978-96.2% |
| Participation rate | 36.4% | 76.9%-40.5pp | 72.9%-36.5pp | 80.3%-43.9pp |
| Annual return | 17.42% | 7197.23%-7179.8pp | 3519.41%-3502.0pp | 550.52%-533.1pp |
| Employer contribution / active EE | $1,987 | $3,072-35.3% | $2,734-27.3% | $4,662-57.4% |
| Participant deferral / active EE | $0 | $4,782-100.0% | $4,001-100.0% | $6,690-100.0% |
| Admin fee / account holder | $41 | $5,541-99.3% | $4,001-99.0% | $13,400-99.7% |