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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 | $14,724 | $58,275-74.7% | $81,844-82.0% | $80,935-81.8% |
| Participation rate | 17.4% | 63.5%-46.1pp | 72.4%-55.0pp | 67.7%-50.3pp |
| Annual return | 31.89% | 41.82%-9.9pp | 778.87%-747.0pp | 35.66%-3.8pp |
| Employer contribution / active EE | $0 | $2,346-100.0% | $2,916-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $443 | $3,285-86.5% | $4,323-89.8% | $4,299-89.7% |
| Admin fee / account holder | $51 | $4,749-98.9% | $7,355-99.3% | $6,924-99.3% |