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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 | $42,057 | $88,778-52.6% | $81,844-48.6% | $145,884-71.2% |
| Participation rate | 16.7% | 75.1%-58.4pp | 72.4%-55.7pp | 80.3%-63.6pp |
| Annual return | 17.34% | 1033.03%-1015.7pp | 778.87%-761.5pp | 551.85%-534.5pp |
| Employer contribution / active EE | $513 | $3,087-83.4% | $2,916-82.4% | $4,662-89.0% |
| Participant deferral / active EE | $629 | $4,648-86.5% | $4,323-85.4% | $6,690-90.6% |
| Admin fee / account holder | $0 | $8,430-100.0% | $7,355-100.0% | $13,392-100.0% |