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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 | $10,883 | $103,000-89.4% | $90,300-87.9% | $152,885-92.9% |
| Participation rate | 18.2% | 75.9%-57.7pp | 73.3%-55.1pp | 82.5%-64.3pp |
| Annual return | 26.27% | 95.19%-68.9pp | 78.11%-51.8pp | 345.39%-319.1pp |
| Employer contribution / active EE | $365 | $3,138-88.4% | $2,854-87.2% | $4,763-92.3% |
| Participant deferral / active EE | $665 | $4,281-84.5% | $3,884-82.9% | $5,851-88.6% |
| Admin fee / account holder | $30 | $6,173-99.5% | $5,353-99.4% | $11,598-99.7% |