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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 | $12,752 | $58,258-78.1% | $81,820-84.4% | $80,925-84.2% |
| Participation rate | 7.7% | 63.5%-55.8pp | 72.4%-64.7pp | 67.7%-60.0pp |
| Annual return | 15.27% | 41.76%-26.5pp | 777.93%-762.7pp | 35.65%-20.4pp |
| Employer contribution / active EE | $0 | $2,345-100.0% | $2,915-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $259 | $3,284-92.1% | $4,323-94.0% | $4,299-94.0% |
| Admin fee / account holder | $66 | $4,976-98.7% | $7,391-99.1% | $6,940-99.0% |