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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 | $11,871 | $76,608-84.5% | $56,077-78.8% | $145,877-91.9% |
| Participation rate | 11.8% | 63.2%-51.5pp | 52.5%-40.7pp | 80.3%-68.5pp |
| Annual return | 16.96% | 3009.59%-2992.6pp | 1709.28%-1692.3pp | 551.28%-534.3pp |
| Employer contribution / active EE | $157 | $1,382-88.7% | $1,040-85.0% | $4,663-96.6% |
| Participant deferral / active EE | $186 | $2,624-92.9% | $1,954-90.5% | $6,691-97.2% |
| Admin fee / account holder | $6 | $3,325-99.8% | $2,825-99.8% | $13,402-100.0% |