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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 | $19,822 | $67,823-70.8% | $52,425-62.2% | $137,256-85.6% |
| Participation rate | 13.0% | 63.9%-50.9pp | 55.6%-42.6pp | 80.0%-66.9pp |
| Annual return | 14.37% | 219.11%-204.7pp | 302.12%-287.8pp | 220.34%-206.0pp |
| Employer contribution / active EE | $32 | $1,163-97.3% | $914-96.5% | $4,156-99.2% |
| Participant deferral / active EE | $71 | $2,288-96.9% | $1,790-96.0% | $6,407-98.9% |
| Admin fee / account holder | $296 | $2,844-89.6% | $2,495-88.1% | $12,270-97.6% |