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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 | $15,639 | $190,879-91.8% | $160,009-90.2% | $134,532-88.4% |
| Participation rate | 16.7% | 82.0%-65.3pp | 78.0%-61.3pp | 81.2%-64.6pp |
| Annual return | 8.38% | 552.63%-544.3pp | 408.85%-400.5pp | 418.27%-409.9pp |
| Employer contribution / active EE | $1,371 | $4,995-72.5% | $4,225-67.5% | $4,741-71.1% |
| Participant deferral / active EE | $907 | $6,924-86.9% | $6,183-85.3% | $6,401-85.8% |
| Admin fee / account holder | $120 | $10,495-98.9% | $8,715-98.6% | $11,429-98.9% |