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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 | $7,267 | $102,595-92.9% | $94,057-92.3% | $154,746-95.3% |
| Participation rate | 40.0% | 76.0%-36.0pp | 73.3%-33.3pp | 80.7%-40.7pp |
| Annual return | 12.94% | 583.42%-570.5pp | 480.62%-467.7pp | 172.34%-159.4pp |
| Employer contribution / active EE | $522 | $3,147-83.4% | $2,933-82.2% | $4,379-88.1% |
| Participant deferral / active EE | $658 | $5,118-87.1% | $4,709-86.0% | $6,730-90.2% |
| Admin fee / account holder | $257 | $7,736-96.7% | $7,244-96.4% | $14,365-98.2% |