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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 | $12,517 | $68,097-81.6% | $62,929-80.1% | $137,256-90.9% |
| Participation rate | 30.0% | 77.4%-47.4pp | 73.1%-43.1pp | 80.0%-50.0pp |
| Annual return | 13.79% | 1859.11%-1845.3pp | 1063.93%-1050.1pp | 220.34%-206.6pp |
| Employer contribution / active EE | $458 | $2,811-83.7% | $2,505-81.7% | $4,156-89.0% |
| Participant deferral / active EE | $459 | $4,553-89.9% | $3,888-88.2% | $6,407-92.8% |
| Admin fee / account holder | $169 | $6,521-97.4% | $5,065-96.7% | $12,270-98.6% |