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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 | $9,590 | $27,943-65.7% | $58,507-83.6% | $75,177-87.2% |
| Participation rate | 8.0% | 38.8%-30.8pp | 50.9%-42.9pp | 67.2%-59.2pp |
| Annual return | 26.19% | 44.22%-18.0pp | 4252.32%-4226.1pp | 160.75%-134.6pp |
| Employer contribution / active EE | $149 | $670-77.7% | $1,053-85.8% | $2,671-94.4% |
| Participant deferral / active EE | $170 | $1,202-85.8% | $1,922-91.1% | $4,126-95.9% |
| Admin fee / account holder | $35 | $1,727-98.0% | $2,486-98.6% | $5,651-99.4% |