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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 | $33,112 | $100,911-67.2% | $90,440-63.4% | $158,966-79.2% |
| Participation rate | 25.0% | 75.0%-50.0pp | 72.7%-47.7pp | 82.0%-57.0pp |
| Annual return | 18.77% | 1726.62%-1707.8pp | 1294.38%-1275.6pp | 302.95%-284.2pp |
| Employer contribution / active EE | $480 | $3,690-87.0% | $3,263-85.3% | $4,762-89.9% |
| Participant deferral / active EE | $480 | $4,348-89.0% | $3,964-87.9% | $5,983-92.0% |
| Admin fee / account holder | $0 | $6,507-100.0% | $5,615-100.0% | $11,250-100.0% |