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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 | $59,871 | $96,361-37.9% | $80,607-25.7% | $139,456-57.1% |
| Participation rate | 44.4% | 73.6%-29.2pp | 67.0%-22.6pp | 80.3%-35.9pp |
| Annual return | 20.26% | 1350.95%-1330.7pp | 936.11%-915.9pp | 373.45%-353.2pp |
| Employer contribution / active EE | $613 | $3,262-81.2% | $2,724-77.5% | $4,753-87.1% |
| Participant deferral / active EE | $749 | $5,232-85.7% | $4,448-83.2% | $6,711-88.8% |
| Admin fee / account holder | $18 | $6,601-99.7% | $5,379-99.7% | $11,407-99.8% |