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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 | $12,692 | $52,279-75.7% | $89,435-85.8% | $79,856-84.1% |
| Participation rate | 14.0% | 57.5%-43.6pp | 68.0%-54.0pp | 69.6%-55.7pp |
| Annual return | 657.17% | 22.16%+635.0pp | 245.55%+411.6pp | 31.71%+625.5pp |
| Employer contribution / active EE | $299 | $1,572-81.0% | $2,587-88.4% | $2,471-87.9% |
| Participant deferral / active EE | $465 | $2,740-83.0% | $3,890-88.0% | $3,741-87.6% |
| Admin fee / account holder | $66 | $3,356-98.0% | $4,884-98.6% | $5,306-98.7% |