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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 | $41,910 | $57,330-26.9% | $86,656-51.6% | $75,177-44.3% |
| Participation rate | 9.5% | 63.2%-53.7pp | 71.7%-62.2pp | 67.2%-57.7pp |
| Annual return | 18.29% | 2675.40%-2657.1pp | 593.09%-574.8pp | 160.75%-142.5pp |
| Employer contribution / active EE | $0 | $2,316-100.0% | $3,025-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $653 | $3,320-80.3% | $4,439-85.3% | $4,126-84.2% |
| Admin fee / account holder | $20 | $4,115-99.5% | $5,619-99.7% | $5,651-99.7% |