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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 | $4,958 | $67,823-92.7% | $52,425-90.5% | $137,256-96.4% |
| Participation rate | 5.3% | 63.9%-58.6pp | 55.6%-50.4pp | 80.0%-74.7pp |
| Annual return | 17.99% | 219.11%-201.1pp | 302.12%-284.1pp | 220.34%-202.4pp |
| Employer contribution / active EE | $29 | $1,163-97.5% | $914-96.9% | $4,156-99.3% |
| Participant deferral / active EE | $29 | $2,288-98.7% | $1,790-98.4% | $6,407-99.6% |
| Admin fee / account holder | $18 | $2,844-99.4% | $2,495-99.3% | $12,270-99.9% |