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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 | $15,905 | $56,431-71.8% | $130,788-87.8% | $87,485-81.8% |
| Participation rate | 19.5% | 58.9%-39.4pp | 70.1%-50.6pp | 68.9%-49.4pp |
| Annual return | 19.51% | 91.27%-71.8pp | 386.44%-366.9pp | 26.06%-6.5pp |
| Employer contribution / active EE | $284 | $1,549-81.7% | $3,558-92.0% | $2,596-89.1% |
| Participant deferral / active EE | $782 | $2,749-71.5% | $4,137-81.1% | $4,274-81.7% |
| Admin fee / account holder | $108 | $4,433-97.6% | $6,673-98.4% | $7,775-98.6% |