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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 | $29,238 | $124,187-76.5% | $108,410-73.0% | $167,518-82.5% |
| Participation rate | 55.0% | 82.3%-27.3pp | 80.1%-25.1pp | 82.1%-27.1pp |
| Annual return | 15.72% | 1379.80%-1364.1pp | 905.34%-889.6pp | 478.71%-463.0pp |
| Employer contribution / active EE | $1,144 | $4,187-72.7% | $3,558-67.9% | $4,838-76.4% |
| Participant deferral / active EE | $1,809 | $6,908-73.8% | $6,562-72.4% | $6,342-71.5% |
| Admin fee / account holder | $190 | $9,456-98.0% | $7,296-97.4% | $12,312-98.5% |