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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 | $9,767 | $81,749-88.1% | $58,544-83.3% | $139,456-93.0% |
| Participation rate | 21.7% | 61.3%-39.6pp | 50.9%-29.1pp | 80.3%-58.6pp |
| Annual return | 19.82% | 7425.45%-7405.6pp | 4249.56%-4229.7pp | 373.45%-353.6pp |
| Employer contribution / active EE | $120 | $1,398-91.5% | $1,053-88.6% | $4,753-97.5% |
| Participant deferral / active EE | $144 | $2,555-94.4% | $1,923-92.5% | $6,711-97.9% |
| Admin fee / account holder | $5 | $3,272-99.9% | $2,520-99.8% | $11,407-100.0% |