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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 | $7,124 | $96,361-92.6% | $80,607-91.2% | $139,456-94.9% |
| Participation rate | 42.9% | 73.6%-30.8pp | 67.0%-24.2pp | 80.3%-37.5pp |
| Annual return | 27.98% | 1350.95%-1323.0pp | 936.11%-908.1pp | 373.45%-345.5pp |
| Employer contribution / active EE | $454 | $3,262-86.1% | $2,724-83.3% | $4,753-90.4% |
| Participant deferral / active EE | $588 | $5,232-88.8% | $4,448-86.8% | $6,711-91.2% |
| Admin fee / account holder | $0 | $6,601-100.0% | $5,379-100.0% | $11,407-100.0% |