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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 | $14,604 | $102,635-85.8% | $86,209-83.1% | $139,456-89.5% |
| Participation rate | 66.7% | 74.5%-7.8pp | 69.0%-2.3pp | 80.3%-13.7pp |
| Annual return | 20.09% | 1923.53%-1903.4pp | 1169.05%-1149.0pp | 373.45%-353.4pp |
| Employer contribution / active EE | $1,109 | $3,034-63.5% | $2,381-53.4% | $4,753-76.7% |
| Participant deferral / active EE | $1,109 | $4,677-76.3% | $3,986-72.2% | $6,711-83.5% |
| Admin fee / account holder | $47 | $8,661-99.5% | $6,853-99.3% | $11,407-99.6% |