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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 | $12,309 | $57,330-78.5% | $86,656-85.8% | $75,177-83.6% |
| Participation rate | 14.0% | 63.2%-49.2pp | 71.7%-57.8pp | 67.2%-53.3pp |
| Annual return | 17.94% | 2675.40%-2657.5pp | 593.09%-575.1pp | 160.75%-142.8pp |
| Employer contribution / active EE | $0 | $2,316-100.0% | $3,025-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $394 | $3,320-88.1% | $4,439-91.1% | $4,126-90.5% |
| Admin fee / account holder | $60 | $4,115-98.5% | $5,619-98.9% | $5,651-98.9% |