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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 | $15,187 | $61,125-75.2% | $94,057-83.9% | $87,485-82.6% |
| Participation rate | 9.1% | 64.1%-55.0pp | 73.3%-64.3pp | 68.9%-59.8pp |
| Annual return | 13.30% | 35.20%-21.9pp | 480.62%-467.3pp | 26.06%-12.8pp |
| Employer contribution / active EE | $0 | $2,136-100.0% | $2,933-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $575 | $3,260-82.4% | $4,709-87.8% | $4,274-86.5% |
| Admin fee / account holder | $0 | $5,629-100.0% | $7,244-100.0% | $7,775-100.0% |