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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 | $6,175 | $154,754-96.0% | $124,206-95.0% | $138,895-95.6% |
| Participation rate | 6.3% | 75.5%-69.2pp | 69.6%-63.3pp | 79.9%-73.7pp |
| Annual return | 22.13% | 709.28%-687.1pp | 515.27%-493.1pp | 145.39%-123.3pp |
| Employer contribution / active EE | $0 | $4,446-100.0% | $3,540-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $19 | $4,621-99.6% | $3,968-99.5% | $6,396-99.7% |
| Admin fee / account holder | $25 | $6,690-99.6% | $5,929-99.6% | $12,562-99.8% |