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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 | $13,208 | $27,924-52.7% | $58,544-77.4% | $75,181-82.4% |
| Participation rate | 54.8% | 38.8%+16.0pp | 50.9%+4.0pp | 67.2%-12.4pp |
| Annual return | 18.42% | 44.20%-25.8pp | 4249.56%-4231.1pp | 160.69%-142.3pp |
| Employer contribution / active EE | $2,433 | $669+263.6% | $1,053+131.0% | $2,671-8.9% |
| Participant deferral / active EE | $0 | $1,202-100.0% | $1,923-100.0% | $4,126-100.0% |
| Admin fee / account holder | $86 | $1,726-95.0% | $2,520-96.6% | $5,650-98.5% |