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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 | $34,274 | $106,008-67.7% | $92,240-62.8% | $147,586-76.8% |
| Participation rate | 18.2% | 80.4%-62.2pp | 76.5%-58.3pp | 82.8%-64.6pp |
| Annual return | 10.32% | 50.05%-39.7pp | 176.29%-166.0pp | 578.59%-568.3pp |
| Employer contribution / active EE | $0 | $4,333-100.0% | $3,680-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $607 | $4,478-86.4% | $3,897-84.4% | $5,439-88.8% |
| Admin fee / account holder | $261 | $6,333-95.9% | $5,194-95.0% | $10,886-97.6% |