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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 | $20,806 | $99,009-79.0% | $86,581-76.0% | $147,585-85.9% |
| Participation rate | 17.4% | 76.3%-58.9pp | 73.5%-56.2pp | 82.8%-65.4pp |
| Annual return | 13.29% | 1312.70%-1299.4pp | 965.06%-951.8pp | 578.58%-565.3pp |
| Employer contribution / active EE | $172 | $3,132-94.5% | $2,840-94.0% | $4,876-96.5% |
| Participant deferral / active EE | $223 | $3,972-94.4% | $3,609-93.8% | $5,439-95.9% |
| Admin fee / account holder | $9 | $5,709-99.8% | $4,904-99.8% | $10,886-99.9% |