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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 | $14,478 | $60,139-75.9% | $90,461-84.0% | $79,856-81.9% |
| Participation rate | 11.1% | 65.0%-53.9pp | 72.7%-61.6pp | 69.6%-58.5pp |
| Annual return | 43.14% | 71.96%-28.8pp | 1294.76%-1251.6pp | 31.71%+11.4pp |
| Employer contribution / active EE | $0 | $2,069-100.0% | $3,264-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $509 | $2,939-82.7% | $3,964-87.1% | $3,741-86.4% |
| Admin fee / account holder | $60 | $3,978-98.5% | $5,617-98.9% | $5,306-98.9% |