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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 | $87,509 | $102,595-14.7% | $94,057-7.0% | $154,746-43.4% |
| Participation rate | 60.0% | 76.0%-16.0pp | 73.3%-13.3pp | 80.7%-20.7pp |
| Annual return | 10.84% | 583.42%-572.6pp | 480.62%-469.8pp | 172.34%-161.5pp |
| Employer contribution / active EE | $0 | $3,147-100.0% | $2,933-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $632 | $5,118-87.6% | $4,709-86.6% | $6,730-90.6% |
| Admin fee / account holder | $142 | $7,736-98.2% | $7,244-98.0% | $14,365-99.0% |