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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 | $44,008 | $180,462-75.6% | $154,111-71.4% | $135,379-67.5% |
| Participation rate | 61.1% | 87.4%-26.3pp | 83.0%-21.9pp | 82.6%-21.5pp |
| Annual return | -8.54% | 888.17%-896.7pp | 735.18%-743.7pp | 519.79%-528.3pp |
| Employer contribution / active EE | $0 | $6,036-100.0% | $5,298-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,164 | $5,806-80.0% | $5,081-77.1% | $5,609-79.2% |
| Admin fee / account holder | $0 | $16,145-100.0% | $13,411-100.0% | $10,828-100.0% |