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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 | $11,127 | $100,895-89.0% | $90,430-87.7% | $158,950-93.0% |
| Participation rate | 27.8% | 75.0%-47.2pp | 72.7%-44.9pp | 82.0%-54.2pp |
| Annual return | 15.47% | 1725.54%-1710.1pp | 1293.73%-1278.3pp | 302.91%-287.4pp |
| Employer contribution / active EE | $422 | $3,689-88.6% | $3,262-87.1% | $4,762-91.1% |
| Participant deferral / active EE | $422 | $4,347-90.3% | $3,963-89.3% | $5,983-92.9% |
| Admin fee / account holder | $63 | $6,505-99.0% | $5,613-98.9% | $11,248-99.4% |