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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 | $30,724 | $65,322-53.0% | $70,476-56.4% | $73,493-58.2% |
| Participation rate | 10.9% | 77.0%-66.0pp | 75.1%-64.1pp | 70.7%-59.8pp |
| Annual return | 241.78% | 15.71%+226.1pp | 109.12%+132.7pp | 28.51%+213.3pp |
| Employer contribution / active EE | $0 | $2,460-100.0% | $2,738-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $345 | $3,375-89.8% | $3,710-90.7% | $3,740-90.8% |
| Admin fee / account holder | $1 | $214-99.5% | $3,847-100.0% | $513-99.8% |