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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 | $14,487 | $111,830-87.0% | $93,696-84.5% | $145,884-90.1% |
| Participation rate | 33.3% | 74.2%-40.9pp | 68.7%-35.4pp | 80.3%-47.0pp |
| Annual return | 14.20% | 204.08%-189.9pp | 133.74%-119.5pp | 551.85%-537.7pp |
| Employer contribution / active EE | $725 | $3,093-76.6% | $2,422-70.1% | $4,662-84.4% |
| Participant deferral / active EE | $1,079 | $4,920-78.1% | $4,417-75.6% | $6,690-83.9% |
| Admin fee / account holder | $0 | $10,249-100.0% | $8,287-100.0% | $13,392-100.0% |