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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 | $1,643 | $76,608-97.9% | $56,077-97.1% | $145,877-98.9% |
| Participation rate | 58.3% | 63.2%-4.9pp | 52.5%+5.8pp | 80.3%-22.0pp |
| Annual return | 14.92% | 3009.59%-2994.7pp | 1709.28%-1694.4pp | 551.28%-536.4pp |
| Employer contribution / active EE | $137 | $1,382-90.1% | $1,040-86.8% | $4,663-97.1% |
| Participant deferral / active EE | $156 | $2,624-94.1% | $1,954-92.0% | $6,691-97.7% |
| Admin fee / account holder | $16 | $3,325-99.5% | $2,825-99.4% | $13,402-99.9% |