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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 | $1,516 | $76,522-98.0% | $56,033-97.3% | $145,884-99.0% |
| Participation rate | 30.0% | 63.2%-33.2pp | 52.5%-22.5pp | 80.3%-50.3pp |
| Annual return | 20.01% | 3014.28%-2994.3pp | 1711.38%-1691.4pp | 551.85%-531.8pp |
| Employer contribution / active EE | $91 | $1,382-93.4% | $1,041-91.3% | $4,662-98.1% |
| Participant deferral / active EE | $155 | $2,624-94.1% | $1,954-92.1% | $6,690-97.7% |
| Admin fee / account holder | $5 | $3,328-99.9% | $2,827-99.8% | $13,392-100.0% |