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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 | $25,345 | $88,778-71.5% | $81,844-69.0% | $145,884-82.6% |
| Participation rate | 58.3% | 75.1%-16.7pp | 72.4%-14.0pp | 80.3%-22.0pp |
| Annual return | 14.13% | 1033.03%-1018.9pp | 778.87%-764.7pp | 551.85%-537.7pp |
| Employer contribution / active EE | $5,247 | $3,087+70.0% | $2,916+79.9% | $4,662+12.6% |
| Participant deferral / active EE | $0 | $4,648-100.0% | $4,323-100.0% | $6,690-100.0% |
| Admin fee / account holder | $38 | $8,430-99.5% | $7,355-99.5% | $13,392-99.7% |