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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 | $16,637 | $58,391-71.5% | $76,657-78.3% | $72,975-77.2% |
| Participation rate | 37.7% | 67.4%-29.7pp | 72.1%-34.4pp | 69.5%-31.8pp |
| Annual return | 19.37% | 2306.65%-2287.3pp | 1166.74%-1147.4pp | 81.01%-61.6pp |
| Employer contribution / active EE | $574 | $1,787-67.9% | $2,303-75.1% | $2,440-76.5% |
| Participant deferral / active EE | $887 | $2,690-67.0% | $3,335-73.4% | $3,608-75.4% |
| Admin fee / account holder | $108 | $4,014-97.3% | $6,423-98.3% | $5,124-97.9% |