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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 | $39,253 | $67,823-42.1% | $52,425-25.1% | $137,256-71.4% |
| Participation rate | 4.3% | 63.9%-59.6pp | 55.6%-51.3pp | 80.0%-75.6pp |
| Annual return | 17.78% | 219.11%-201.3pp | 302.12%-284.3pp | 220.34%-202.6pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $914-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $87 | $2,288-96.2% | $1,790-95.1% | $6,407-98.6% |
| Admin fee / account holder | $161 | $2,844-94.3% | $2,495-93.5% | $12,270-98.7% |