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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 | $15,431 | $29,670-48.0% | $56,054-72.5% | $80,911-80.9% |
| Participation rate | 3.7% | 41.7%-38.0pp | 52.5%-48.8pp | 67.6%-63.9pp |
| Annual return | 19.54% | 35.24%-15.7pp | 1705.95%-1686.4pp | 35.63%-16.1pp |
| Employer contribution / active EE | $231 | $670-65.4% | $1,039-77.7% | $2,756-91.6% |
| Participant deferral / active EE | $48 | $1,227-96.1% | $1,952-97.5% | $4,297-98.9% |
| Admin fee / account holder | $0 | $2,431-100.0% | $2,822-100.0% | $6,935-100.0% |