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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 | $17,271 | $100,911-82.9% | $90,440-80.9% | $158,966-89.1% |
| Participation rate | 25.0% | 75.0%-50.0pp | 72.7%-47.7pp | 82.0%-57.0pp |
| Annual return | 23.30% | 1726.62%-1703.3pp | 1294.38%-1271.1pp | 302.95%-279.6pp |
| Employer contribution / active EE | $423 | $3,690-88.5% | $3,263-87.0% | $4,762-91.1% |
| Participant deferral / active EE | $669 | $4,348-84.6% | $3,964-83.1% | $5,983-88.8% |
| Admin fee / account holder | $18 | $6,507-99.7% | $5,615-99.7% | $11,250-99.8% |