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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 | $30,578 | $180,459-83.1% | $154,108-80.2% | $135,380-77.4% |
| Participation rate | 66.7% | 87.4%-20.8pp | 83.0%-16.4pp | 82.6%-16.0pp |
| Annual return | -5.85% | 888.21%-894.1pp | 735.21%-741.1pp | 519.81%-525.7pp |
| Employer contribution / active EE | $5,000 | $6,035-17.2% | $5,298-5.6% | $4,779+4.6% |
| Participant deferral / active EE | $0 | $5,806-100.0% | $5,081-100.0% | $5,609-100.0% |
| Admin fee / account holder | $195 | $16,145-98.8% | $13,411-98.5% | $10,828-98.2% |