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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 | $17,664 | $58,258-69.7% | $81,820-78.4% | $80,925-78.2% |
| Participation rate | 6.0% | 63.5%-57.5pp | 72.4%-66.4pp | 67.7%-61.7pp |
| Annual return | 13.11% | 41.76%-28.7pp | 777.93%-764.8pp | 35.65%-22.5pp |
| Employer contribution / active EE | $0 | $2,345-100.0% | $2,915-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $317 | $3,284-90.4% | $4,323-92.7% | $4,299-92.6% |
| Admin fee / account holder | $87 | $4,976-98.3% | $7,391-98.8% | $6,940-98.7% |