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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 | $19,723 | $73,518-73.2% | $63,003-68.7% | $147,585-86.6% |
| Participation rate | 60.0% | 77.9%-17.9pp | 74.8%-14.8pp | 82.8%-22.8pp |
| Annual return | 16.80% | 175.46%-158.7pp | 87.59%-70.8pp | 578.56%-561.8pp |
| Employer contribution / active EE | $0 | $3,322-100.0% | $2,760-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $126 | $4,183-97.0% | $3,329-96.2% | $5,439-97.7% |
| Admin fee / account holder | $148 | $5,952-97.5% | $3,600-95.9% | $10,885-98.6% |