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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 | $68,616 | $45,152+52.0% | $73,836-7.1% | $59,633+15.1% |
| Participation rate | 22.6% | 64.0%-41.4pp | 73.4%-50.8pp | 68.7%-46.0pp |
| Annual return | -1.69% | 27.40%-29.1pp | 2268.06%-2269.7pp | 2041.45%-2043.1pp |
| Employer contribution / active EE | $707 | $1,901-62.8% | $2,787-74.7% | $2,203-67.9% |
| Participant deferral / active EE | $707 | $2,573-72.5% | $3,583-80.3% | $3,192-77.9% |
| Admin fee / account holder | $18 | $3,515-99.5% | $4,882-99.6% | $4,297-99.6% |