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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 | $12,036 | $76,522-84.3% | $56,033-78.5% | $145,884-91.7% |
| Participation rate | 18.2% | 63.2%-45.0pp | 52.5%-34.3pp | 80.3%-62.1pp |
| Annual return | 14.09% | 3014.28%-3000.2pp | 1711.38%-1697.3pp | 551.85%-537.8pp |
| Employer contribution / active EE | $80 | $1,382-94.2% | $1,041-92.3% | $4,662-98.3% |
| Participant deferral / active EE | $119 | $2,624-95.5% | $1,954-93.9% | $6,690-98.2% |
| Admin fee / account holder | $60 | $3,328-98.2% | $2,827-97.9% | $13,392-99.6% |