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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 | $3,556 | $94,439-96.2% | $73,658-95.2% | $154,746-97.7% |
| Participation rate | 9.5% | 64.7%-55.1pp | 57.0%-47.5pp | 80.7%-71.2pp |
| Annual return | 36.38% | 28.25%+8.1pp | 29.72%+6.7pp | 172.34%-136.0pp |
| Employer contribution / active EE | $223 | $1,257-82.2% | $1,032-78.4% | $4,379-94.9% |
| Participant deferral / active EE | $257 | $2,527-89.8% | $2,062-87.6% | $6,730-96.2% |
| Admin fee / account holder | $17 | $3,843-99.6% | $3,357-99.5% | $14,365-99.9% |