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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 | $14,297 | $49,199-70.9% | $121,204-88.2% | $75,173-81.0% |
| Participation rate | 10.3% | 55.4%-45.1pp | 69.5%-59.2pp | 67.2%-56.9pp |
| Annual return | 29.48% | 56.04%-26.6pp | 987.18%-957.7pp | 160.72%-131.2pp |
| Employer contribution / active EE | $417 | $1,547-73.1% | $4,170-90.0% | $2,671-84.4% |
| Participant deferral / active EE | $691 | $2,630-73.7% | $4,083-83.1% | $4,126-83.2% |
| Admin fee / account holder | $0 | $3,946-100.0% | $5,651-100.0% | $5,651-100.0% |