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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 | $5,170 | $81,763-93.7% | $58,561-91.2% | $139,466-96.3% |
| Participation rate | 20.0% | 61.3%-41.3pp | 50.9%-30.9pp | 80.3%-60.3pp |
| Annual return | 22.57% | 7427.77%-7405.2pp | 4251.33%-4228.8pp | 373.66%-351.1pp |
| Employer contribution / active EE | $115 | $1,398-91.8% | $1,053-89.1% | $4,754-97.6% |
| Participant deferral / active EE | $115 | $2,555-95.5% | $1,923-94.0% | $6,712-98.3% |
| Admin fee / account holder | $45 | $3,273-98.6% | $2,520-98.2% | $11,409-99.6% |