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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 | $5,036 | $67,823-92.6% | $52,425-90.4% | $137,256-96.3% |
| Participation rate | 14.3% | 63.9%-49.6pp | 55.6%-41.3pp | 80.0%-65.7pp |
| Annual return | 17.63% | 219.11%-201.5pp | 302.12%-284.5pp | 220.34%-202.7pp |
| Employer contribution / active EE | $45 | $1,163-96.1% | $914-95.0% | $4,156-98.9% |
| Participant deferral / active EE | $85 | $2,288-96.3% | $1,790-95.3% | $6,407-98.7% |
| Admin fee / account holder | $259 | $2,844-90.9% | $2,495-89.6% | $12,270-97.9% |