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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 | $7,402 | $88,702-91.7% | $81,780-90.9% | $145,978-94.9% |
| Participation rate | 66.7% | 75.0%-8.4pp | 72.4%-5.7pp | 80.3%-13.6pp |
| Annual return | 9.62% | 1029.12%-1019.5pp | 776.27%-766.7pp | 550.52%-540.9pp |
| Employer contribution / active EE | $2,172 | $3,084-29.6% | $2,914-25.5% | $4,662-53.4% |
| Participant deferral / active EE | $0 | $4,645-100.0% | $4,321-100.0% | $6,690-100.0% |
| Admin fee / account holder | $215 | $8,414-97.4% | $7,384-97.1% | $13,400-98.4% |