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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 | $4,840 | $68,097-92.9% | $62,929-92.3% | $137,256-96.5% |
| Participation rate | 50.0% | 77.4%-27.4pp | 73.1%-23.1pp | 80.0%-30.0pp |
| Annual return | 22.87% | 1859.11%-1836.2pp | 1063.93%-1041.1pp | 220.34%-197.5pp |
| Employer contribution / active EE | $439 | $2,811-84.4% | $2,505-82.5% | $4,156-89.4% |
| Participant deferral / active EE | $439 | $4,553-90.4% | $3,888-88.7% | $6,407-93.2% |
| Admin fee / account holder | $0 | $6,521-100.0% | $5,065-100.0% | $12,270-100.0% |