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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 | $22,504 | $72,426-68.9% | $67,560-66.7% | $145,897-84.6% |
| Participation rate | 23.5% | 76.9%-53.4pp | 72.9%-49.4pp | 80.3%-56.8pp |
| Annual return | 11.93% | 7226.78%-7214.9pp | 3533.50%-3521.6pp | 552.29%-540.4pp |
| Employer contribution / active EE | $0 | $3,074-100.0% | $2,737-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $711 | $4,785-85.1% | $4,004-82.2% | $6,689-89.4% |
| Admin fee / account holder | $183 | $5,514-96.7% | $3,994-95.4% | $13,390-98.6% |