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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 | $31,991 | $202,342-84.2% | $172,752-81.5% | $152,897-79.1% |
| Participation rate | 20.0% | 87.1%-67.1pp | 82.6%-62.6pp | 82.5%-62.5pp |
| Annual return | 24.74% | 1029.83%-1005.1pp | 802.97%-778.2pp | 345.43%-320.7pp |
| Employer contribution / active EE | $1,289 | $5,858-78.0% | $5,144-74.9% | $4,764-72.9% |
| Participant deferral / active EE | $1,526 | $5,948-74.3% | $5,198-70.6% | $5,851-73.9% |
| Admin fee / account holder | $202 | $17,111-98.8% | $13,955-98.6% | $11,599-98.3% |