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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 | $14,708 | $109,905-86.6% | $98,506-85.1% | $167,553-91.2% |
| Participation rate | 50.0% | 75.8%-25.8pp | 73.3%-23.3pp | 82.1%-32.1pp |
| Annual return | 12.71% | 1960.20%-1947.5pp | 1494.92%-1482.2pp | 478.89%-466.2pp |
| Employer contribution / active EE | $329 | $3,226-89.8% | $2,961-88.9% | $4,840-93.2% |
| Participant deferral / active EE | $329 | $4,674-93.0% | $4,277-92.3% | $6,343-94.8% |
| Admin fee / account holder | $28 | $6,760-99.6% | $5,955-99.5% | $12,316-99.8% |