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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 | $36,382 | $47,479-23.4% | $62,929-42.2% | $82,448-55.9% |
| Participation rate | 26.7% | 66.9%-40.2pp | 73.1%-46.4pp | 68.1%-41.4pp |
| Annual return | 1591.86% | 20.34%+1571.5pp | 1063.93%+527.9pp | 41.64%+1550.2pp |
| Employer contribution / active EE | $329 | $1,885-82.5% | $2,505-86.8% | $2,551-87.1% |
| Participant deferral / active EE | $651 | $2,870-77.3% | $3,888-83.2% | $4,139-84.3% |
| Admin fee / account holder | $239 | $3,804-93.7% | $5,065-95.3% | $7,234-96.7% |