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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 | $26,781 | $106,008-74.7% | $92,240-71.0% | $147,586-81.9% |
| Participation rate | 36.4% | 80.4%-44.1pp | 76.5%-40.1pp | 82.8%-46.5pp |
| Annual return | 12.65% | 50.05%-37.4pp | 176.29%-163.6pp | 578.59%-565.9pp |
| Employer contribution / active EE | $0 | $4,333-100.0% | $3,680-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $384 | $4,478-91.4% | $3,897-90.2% | $5,439-92.9% |
| Admin fee / account holder | $149 | $6,333-97.7% | $5,194-97.1% | $10,886-98.6% |