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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 | $21,975 | $58,258-62.3% | $81,820-73.1% | $80,925-72.8% |
| Participation rate | 61.4% | 63.5%-2.1pp | 72.4%-11.0pp | 67.7%-6.3pp |
| Annual return | 11.93% | 41.76%-29.8pp | 777.93%-766.0pp | 35.65%-23.7pp |
| Employer contribution / active EE | $1,352 | $2,345-42.4% | $2,915-53.6% | $2,756-50.9% |
| Participant deferral / active EE | $0 | $3,284-100.0% | $4,323-100.0% | $4,299-100.0% |
| Admin fee / account holder | $74 | $4,976-98.5% | $7,391-99.0% | $6,940-98.9% |