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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 | $18,636 | $111,830-83.3% | $93,696-80.1% | $145,884-87.2% |
| Participation rate | 38.9% | 74.2%-35.3pp | 68.7%-29.8pp | 80.3%-41.4pp |
| Annual return | 12.58% | 204.08%-191.5pp | 133.74%-121.2pp | 551.85%-539.3pp |
| Employer contribution / active EE | $780 | $3,093-74.8% | $2,422-67.8% | $4,662-83.3% |
| Participant deferral / active EE | $997 | $4,920-79.7% | $4,417-77.4% | $6,690-85.1% |
| Admin fee / account holder | $254 | $10,249-97.5% | $8,287-96.9% | $13,392-98.1% |