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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 | $12,350 | $57,305-78.4% | $86,640-85.7% | $75,173-83.6% |
| Participation rate | 55.3% | 63.2%-7.9pp | 71.7%-16.4pp | 67.2%-11.9pp |
| Annual return | 13.82% | 2674.24%-2660.4pp | 592.52%-578.7pp | 160.72%-146.9pp |
| Employer contribution / active EE | $1,412 | $2,316-39.0% | $3,024-53.3% | $2,671-47.1% |
| Participant deferral / active EE | $0 | $3,320-100.0% | $4,438-100.0% | $4,126-100.0% |
| Admin fee / account holder | $273 | $4,116-93.4% | $5,616-95.1% | $5,651-95.2% |