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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 | $5,986 | $84,628-92.9% | $61,501-90.3% | $134,545-95.6% |
| Participation rate | 65.2% | 62.2%+3.0pp | 52.6%+12.6pp | 81.2%-16.0pp |
| Annual return | 0.10% | 585.61%-585.5pp | 339.04%-338.9pp | 418.37%-418.3pp |
| Employer contribution / active EE | $89 | $1,545-94.2% | $1,160-92.3% | $4,742-98.1% |
| Participant deferral / active EE | $0 | $2,819-100.0% | $2,125-100.0% | $6,401-100.0% |
| Admin fee / account holder | $209 | $2,587-91.9% | $2,132-90.2% | $11,431-98.2% |