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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 | $42,140 | $114,093-63.1% | $96,171-56.2% | $167,536-74.8% |
| Participation rate | 30.8% | 75.1%-44.3pp | 68.4%-37.7pp | 82.1%-51.3pp |
| Annual return | 14.76% | 190.00%-175.2pp | 192.04%-177.3pp | 478.82%-464.1pp |
| Employer contribution / active EE | $495 | $3,429-85.6% | $2,799-82.3% | $4,839-89.8% |
| Participant deferral / active EE | $641 | $5,197-87.7% | $4,350-85.3% | $6,342-89.9% |
| Admin fee / account holder | $166 | $6,899-97.6% | $5,538-97.0% | $12,315-98.7% |