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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 | $17,072 | $76,608-77.7% | $56,077-69.6% | $145,877-88.3% |
| Participation rate | 13.6% | 63.2%-49.6pp | 52.5%-38.9pp | 80.3%-66.7pp |
| Annual return | 16.22% | 3009.59%-2993.4pp | 1709.28%-1693.1pp | 551.28%-535.1pp |
| Employer contribution / active EE | $31 | $1,382-97.7% | $1,040-97.0% | $4,663-99.3% |
| Participant deferral / active EE | $63 | $2,624-97.6% | $1,954-96.8% | $6,691-99.1% |
| Admin fee / account holder | $271 | $3,325-91.9% | $2,825-90.4% | $13,402-98.0% |