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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 | $9,134 | $81,749-88.8% | $58,544-84.4% | $139,456-93.5% |
| Participation rate | 13.3% | 61.3%-48.0pp | 50.9%-37.5pp | 80.3%-67.0pp |
| Annual return | 20.22% | 7425.45%-7405.2pp | 4249.56%-4229.3pp | 373.45%-353.2pp |
| Employer contribution / active EE | $80 | $1,398-94.3% | $1,053-92.4% | $4,753-98.3% |
| Participant deferral / active EE | $146 | $2,555-94.3% | $1,923-92.4% | $6,711-97.8% |
| Admin fee / account holder | $0 | $3,272-100.0% | $2,520-100.0% | $11,407-100.0% |