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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 | $91,525 | $96,691-5.3% | $86,656+5.6% | $139,487-34.4% |
| Participation rate | 33.3% | 74.4%-41.1pp | 71.7%-38.4pp | 80.3%-47.0pp |
| Annual return | 14.23% | 106.87%-92.6pp | 593.09%-578.9pp | 373.84%-359.6pp |
| Employer contribution / active EE | $1,495 | $3,267-54.3% | $3,025-50.6% | $4,755-68.6% |
| Participant deferral / active EE | $0 | $4,838-100.0% | $4,439-100.0% | $6,713-100.0% |
| Admin fee / account holder | $64 | $6,414-99.0% | $5,619-98.9% | $11,407-99.4% |