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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 | $60,225 | $160,059-62.4% | $140,019-57.0% | $135,379-55.5% |
| Participation rate | 66.7% | 88.5%-21.9pp | 87.5%-20.8pp | 82.6%-16.0pp |
| Annual return | -4.45% | 911.44%-915.9pp | 651.15%-655.6pp | 519.79%-524.2pp |
| Employer contribution / active EE | $1,842 | $6,420-71.3% | $5,605-67.1% | $4,779-61.5% |
| Participant deferral / active EE | $1,842 | $7,641-75.9% | $6,927-73.4% | $5,609-67.2% |
| Admin fee / account holder | $0 | $13,328-100.0% | $10,705-100.0% | $10,828-100.0% |