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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 | $67,116 | $138,102-51.4% | $125,381-46.5% | $134,532-50.1% |
| Participation rate | 66.7% | 84.5%-17.8pp | 82.4%-15.7pp | 81.2%-14.6pp |
| Annual return | -9.60% | 750.73%-760.3pp | 572.31%-581.9pp | 418.27%-427.9pp |
| Employer contribution / active EE | $1,510 | $5,245-71.2% | $4,815-68.6% | $4,741-68.2% |
| Participant deferral / active EE | $1,878 | $7,801-75.9% | $7,448-74.8% | $6,401-70.7% |
| Admin fee / account holder | $0 | $11,568-100.0% | $10,007-100.0% | $11,429-100.0% |