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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 | $20,748 | $176,688-88.3% | $130,660-84.1% | $152,897-86.4% |
| Participation rate | 44.4% | 79.0%-34.5pp | 71.7%-27.3pp | 82.5%-38.0pp |
| Annual return | 15.91% | 2693.08%-2677.2pp | 1709.29%-1693.4pp | 345.43%-329.5pp |
| Employer contribution / active EE | $898 | $5,743-84.4% | $4,092-78.1% | $4,764-81.1% |
| Participant deferral / active EE | $0 | $4,362-100.0% | $3,603-100.0% | $5,851-100.0% |
| Admin fee / account holder | $22 | $7,131-99.7% | $5,463-99.6% | $11,599-99.8% |