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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 | $14,672 | $69,252-78.8% | $64,099-77.1% | $139,456-89.5% |
| Participation rate | 5.9% | 75.6%-69.7pp | 72.3%-66.4pp | 80.3%-74.4pp |
| Annual return | 0.00% | 45.89%-45.9pp | 33.70%-33.7pp | 373.45%-373.4pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $2,748-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $809 | $4,683-82.7% | $3,881-79.2% | $6,711-87.9% |
| Admin fee / account holder | $31 | $4,248-99.3% | $3,070-99.0% | $11,407-99.7% |