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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 | $11,891 | $51,631-77.0% | $129,397-90.8% | $80,925-85.3% |
| Participation rate | 7.7% | 56.9%-49.3pp | 69.6%-61.9pp | 67.7%-60.0pp |
| Annual return | 14.55% | 20.77%-6.2pp | 9453.98%-9439.4pp | 35.65%-21.1pp |
| Employer contribution / active EE | $0 | $1,583-100.0% | $4,154-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $52 | $2,670-98.0% | $4,167-98.7% | $4,299-98.8% |
| Admin fee / account holder | $105 | $4,309-97.6% | $7,679-98.6% | $6,940-98.5% |