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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 | $21,444 | $85,060-74.8% | $70,565-69.6% | $139,487-84.6% |
| Participation rate | 25.0% | 73.9%-48.9pp | 68.4%-43.4pp | 80.3%-55.3pp |
| Annual return | 1190.18% | 30.39%+1159.8pp | 32.79%+1157.4pp | 373.84%+816.3pp |
| Employer contribution / active EE | $655 | $3,912-83.3% | $2,976-78.0% | $4,755-86.2% |
| Participant deferral / active EE | $758 | $5,891-87.1% | $4,568-83.4% | $6,713-88.7% |
| Admin fee / account holder | $18 | $8,932-99.8% | $6,430-99.7% | $11,407-99.8% |