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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 | $9,591 | $102,595-90.7% | $94,057-89.8% | $154,746-93.8% |
| Participation rate | 58.8% | 76.0%-17.2pp | 73.3%-14.5pp | 80.7%-21.9pp |
| Annual return | 13.52% | 583.42%-569.9pp | 480.62%-467.1pp | 172.34%-158.8pp |
| Employer contribution / active EE | $1,454 | $3,147-53.8% | $2,933-50.4% | $4,379-66.8% |
| Participant deferral / active EE | $0 | $5,118-100.0% | $4,709-100.0% | $6,730-100.0% |
| Admin fee / account holder | $67 | $7,736-99.1% | $7,244-99.1% | $14,365-99.5% |