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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 | $3,787 | $88,754-95.7% | $81,820-95.4% | $145,877-97.4% |
| Participation rate | 33.3% | 75.1%-41.7pp | 72.4%-39.1pp | 80.3%-47.0pp |
| Annual return | 19.25% | 1031.77%-1012.5pp | 777.93%-758.7pp | 551.28%-532.0pp |
| Employer contribution / active EE | $440 | $3,085-85.7% | $2,915-84.9% | $4,663-90.6% |
| Participant deferral / active EE | $492 | $4,648-89.4% | $4,323-88.6% | $6,691-92.6% |
| Admin fee / account holder | $0 | $8,424-100.0% | $7,391-100.0% | $13,402-100.0% |