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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 | $5,206 | $149,040-96.5% | $120,225-95.7% | $137,256-96.2% |
| Participation rate | 14.3% | 75.4%-61.1pp | 69.6%-55.3pp | 80.0%-65.7pp |
| Annual return | 23.03% | 605.68%-582.6pp | 439.23%-416.2pp | 220.34%-197.3pp |
| Employer contribution / active EE | $86 | $4,350-98.0% | $3,475-97.5% | $4,156-97.9% |
| Participant deferral / active EE | $86 | $4,655-98.2% | $3,999-97.9% | $6,407-98.7% |
| Admin fee / account holder | $34 | $6,348-99.5% | $5,696-99.4% | $12,270-99.7% |