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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 | $72,446-68.9% | $67,561-66.7% | $145,877-84.6% |
| Participation rate | 23.5% | 76.9%-53.3pp | 72.9%-49.4pp | 80.3%-56.8pp |
| Annual return | 11.93% | 7211.98%-7200.1pp | 3525.44%-3513.5pp | 551.28%-539.4pp |
| Employer contribution / active EE | $0 | $3,072-100.0% | $2,735-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $711 | $4,785-85.1% | $4,003-82.2% | $6,691-89.4% |
| Admin fee / account holder | $183 | $5,541-96.7% | $4,006-95.4% | $13,402-98.6% |