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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 | $26,497 | $124,187-78.7% | $108,410-75.6% | $167,518-84.2% |
| Participation rate | 38.9% | 82.3%-43.4pp | 80.1%-41.2pp | 82.1%-43.2pp |
| Annual return | 32.45% | 1379.80%-1347.4pp | 905.34%-872.9pp | 478.71%-446.3pp |
| Employer contribution / active EE | $1,435 | $4,187-65.7% | $3,558-59.7% | $4,838-70.3% |
| Participant deferral / active EE | $1,920 | $6,908-72.2% | $6,562-70.7% | $6,342-69.7% |
| Admin fee / account holder | $0 | $9,456-100.0% | $7,296-100.0% | $12,312-100.0% |