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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 | $39,886 | $84,236-52.6% | $170,435-76.6% | $70,126-43.1% |
| Participation rate | 22.7% | 70.8%-48.2pp | 83.6%-60.9pp | 69.5%-46.9pp |
| Annual return | 1166.47% | 23.06%+1143.4pp | 205.94%+960.5pp | 73.15%+1093.3pp |
| Employer contribution / active EE | $985 | $3,387-70.9% | $5,432-81.9% | $2,343-58.0% |
| Participant deferral / active EE | $537 | $3,086-82.6% | $4,939-89.1% | $3,332-83.9% |
| Admin fee / account holder | $70 | $5,698-98.8% | $13,881-99.5% | $4,645-98.5% |