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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 | $19,061 | $95,415-80.0% | $185,851-89.7% | $85,851-77.8% |
| Participation rate | 3.2% | 68.8%-65.5pp | 81.7%-78.5pp | 69.3%-66.1pp |
| Annual return | 12.64% | 23.59%-11.0pp | 122.11%-109.5pp | 318.63%-306.0pp |
| Employer contribution / active EE | $0 | $3,314-100.0% | $5,168-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $29 | $3,424-99.1% | $5,569-99.5% | $3,952-99.3% |
| Admin fee / account holder | $93 | $7,215-98.7% | $16,245-99.4% | $6,261-98.5% |