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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 | $46,062 | $88,754-48.1% | $81,820-43.7% | $145,877-68.4% |
| Participation rate | 62.5% | 75.1%-12.6pp | 72.4%-9.9pp | 80.3%-17.8pp |
| Annual return | 16.94% | 1031.77%-1014.8pp | 777.93%-761.0pp | 551.28%-534.3pp |
| Employer contribution / active EE | $2,476 | $3,085-19.7% | $2,915-15.1% | $4,663-46.9% |
| Participant deferral / active EE | $0 | $4,648-100.0% | $4,323-100.0% | $6,691-100.0% |
| Admin fee / account holder | $106 | $8,424-98.7% | $7,391-98.6% | $13,402-99.2% |