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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 | $13,537 | $48,327-72.0% | $67,575-80.0% | $80,935-83.3% |
| Participation rate | 10.8% | 66.4%-55.6pp | 72.9%-62.1pp | 67.7%-56.9pp |
| Annual return | 19.08% | 18.31%+0.8pp | 3528.98%-3509.9pp | 35.66%-16.6pp |
| Employer contribution / active EE | $0 | $2,022-100.0% | $2,736-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $46 | $2,927-98.4% | $4,003-98.8% | $4,299-98.9% |
| Admin fee / account holder | $124 | $3,692-96.6% | $3,993-96.9% | $6,924-98.2% |