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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 | $38,301 | $54,117-29.2% | $135,768-71.8% | $65,306-41.4% |
| Participation rate | 12.8% | 48.7%-35.8pp | 71.1%-58.2pp | 57.7%-44.8pp |
| Annual return | 14.99% | 21.76%-6.8pp | 526.10%-511.1pp | 21.94%-6.9pp |
| Employer contribution / active EE | $0 | $1,029-100.0% | $3,394-100.0% | $1,967-100.0% |
| Participant deferral / active EE | $706 | $2,395-70.5% | $3,977-82.3% | $2,959-76.1% |
| Admin fee / account holder | $9 | $4,541-99.8% | $7,048-99.9% | $3,480-99.8% |