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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 | $28,032 | $73,518-61.9% | $63,003-55.5% | $147,585-81.0% |
| Participation rate | 15.0% | 77.9%-62.9pp | 74.8%-59.8pp | 82.8%-67.8pp |
| Annual return | 14.95% | 175.46%-160.5pp | 87.59%-72.6pp | 578.57%-563.6pp |
| Employer contribution / active EE | $0 | $3,322-100.0% | $2,760-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $201 | $4,183-95.2% | $3,329-94.0% | $5,439-96.3% |
| Admin fee / account holder | $155 | $5,952-97.4% | $3,600-95.7% | $10,885-98.6% |