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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 | $14,570 | $104,937-86.1% | $84,628-82.8% | $152,897-90.5% |
| Participation rate | 18.8% | 74.8%-56.1pp | 68.2%-49.5pp | 82.5%-63.7pp |
| Annual return | 29.17% | 373.88%-344.7pp | 258.80%-229.6pp | 345.43%-316.3pp |
| Employer contribution / active EE | $370 | $3,303-88.8% | $2,653-86.1% | $4,764-92.2% |
| Participant deferral / active EE | $449 | $4,690-90.4% | $3,900-88.5% | $5,851-92.3% |
| Admin fee / account holder | $83 | $6,243-98.7% | $4,914-98.3% | $11,599-99.3% |