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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 | $8,208 | $47,479-82.7% | $62,929-87.0% | $82,448-90.0% |
| Participation rate | 19.2% | 66.9%-47.6pp | 73.1%-53.9pp | 68.1%-48.8pp |
| Annual return | 271.62% | 20.34%+251.3pp | 1063.93%-792.3pp | 41.64%+230.0pp |
| Employer contribution / active EE | $0 | $1,885-100.0% | $2,505-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $432 | $2,870-84.9% | $3,888-88.9% | $4,139-89.6% |
| Admin fee / account holder | $97 | $3,804-97.4% | $5,065-98.1% | $7,234-98.7% |