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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 | $4,119 | $76,519-94.6% | $56,025-92.6% | $145,897-97.2% |
| Participation rate | 35.3% | 63.2%-27.9pp | 52.5%-17.2pp | 80.3%-45.0pp |
| Annual return | 14.30% | 3017.03%-3002.7pp | 1712.69%-1698.4pp | 552.29%-538.0pp |
| Employer contribution / active EE | $50 | $1,383-96.4% | $1,042-95.2% | $4,663-98.9% |
| Participant deferral / active EE | $50 | $2,624-98.1% | $1,955-97.4% | $6,689-99.3% |
| Admin fee / account holder | $8 | $3,331-99.8% | $2,828-99.7% | $13,390-99.9% |