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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 | $14,109 | $57,305-75.4% | $86,640-83.7% | $75,173-81.2% |
| Participation rate | 16.1% | 63.2%-47.1pp | 71.7%-55.6pp | 67.2%-51.1pp |
| Annual return | 19.92% | 2674.24%-2654.3pp | 592.52%-572.6pp | 160.72%-140.8pp |
| Employer contribution / active EE | $0 | $2,316-100.0% | $3,024-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $394 | $3,320-88.1% | $4,438-91.1% | $4,126-90.5% |
| Admin fee / account holder | $182 | $4,116-95.6% | $5,616-96.8% | $5,651-96.8% |