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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 | $28,590 | $227,597-87.4% | $189,575-84.9% | $167,536-82.9% |
| Participation rate | 50.0% | 82.5%-32.5pp | 78.4%-28.4pp | 82.1%-32.1pp |
| Annual return | 640.83% | 78.44%+562.4pp | 64.19%+576.6pp | 478.82%+162.0pp |
| Employer contribution / active EE | $694 | $5,316-86.9% | $4,412-84.3% | $4,839-85.7% |
| Participant deferral / active EE | $1,086 | $7,002-84.5% | $6,174-82.4% | $6,342-82.9% |
| Admin fee / account holder | $41 | $11,877-99.7% | $9,806-99.6% | $12,315-99.7% |