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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 | $43,477 | $202,345-78.5% | $172,755-74.8% | $152,885-71.6% |
| Participation rate | 66.7% | 87.1%-20.4pp | 82.6%-16.0pp | 82.5%-15.8pp |
| Annual return | 12.50% | 1029.77%-1017.3pp | 802.94%-790.4pp | 345.39%-332.9pp |
| Employer contribution / active EE | $0 | $5,858-100.0% | $5,144-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $1,991 | $5,948-66.5% | $5,198-61.7% | $5,851-66.0% |
| Admin fee / account holder | $212 | $17,111-98.8% | $13,955-98.5% | $11,598-98.2% |