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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 | $8,846 | $92,743-90.5% | $82,744-89.3% | $134,532-93.4% |
| Participation rate | 14.3% | 75.2%-60.9pp | 72.6%-58.3pp | 81.2%-66.9pp |
| Annual return | 14.55% | 946.63%-932.1pp | 702.22%-687.7pp | 418.27%-403.7pp |
| Employer contribution / active EE | $459 | $3,273-86.0% | $3,008-84.7% | $4,741-90.3% |
| Participant deferral / active EE | $918 | $4,802-80.9% | $4,395-79.1% | $6,401-85.7% |
| Admin fee / account holder | $0 | $5,977-100.0% | $5,325-100.0% | $11,429-100.0% |