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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 | $10,584 | $90,606-88.3% | $79,466-86.7% | $135,379-92.2% |
| Participation rate | 20.0% | 76.0%-56.0pp | 73.3%-53.3pp | 82.6%-62.6pp |
| Annual return | 0.74% | 977.69%-976.9pp | 718.28%-717.5pp | 519.79%-519.0pp |
| Employer contribution / active EE | $178 | $3,068-94.2% | $2,800-93.6% | $4,779-96.3% |
| Participant deferral / active EE | $178 | $4,050-95.6% | $3,704-95.2% | $5,609-96.8% |
| Admin fee / account holder | $0 | $5,895-100.0% | $5,104-100.0% | $10,828-100.0% |