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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 | $14,006 | $56,431-75.2% | $130,788-89.3% | $87,485-84.0% |
| Participation rate | 7.7% | 58.9%-51.3pp | 70.1%-62.4pp | 68.9%-61.2pp |
| Annual return | 12.73% | 91.27%-78.5pp | 386.44%-373.7pp | 26.06%-13.3pp |
| Employer contribution / active EE | $0 | $1,549-100.0% | $3,558-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $62 | $2,749-97.8% | $4,137-98.5% | $4,274-98.6% |
| Admin fee / account holder | $125 | $4,433-97.2% | $6,673-98.1% | $7,775-98.4% |