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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 | $39,087 | $100,895-61.3% | $90,430-56.8% | $158,950-75.4% |
| Participation rate | 15.0% | 75.0%-60.0pp | 72.7%-57.7pp | 82.0%-67.0pp |
| Annual return | 62.13% | 1725.54%-1663.4pp | 1293.73%-1231.6pp | 302.91%-240.8pp |
| Employer contribution / active EE | $0 | $3,689-100.0% | $3,262-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $246 | $4,347-94.3% | $3,963-93.8% | $5,983-95.9% |
| Admin fee / account holder | $15 | $6,505-99.8% | $5,613-99.7% | $11,248-99.9% |