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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 | $46,574 | $121,656-61.7% | $104,614-55.5% | $158,950-70.7% |
| Participation rate | 16.7% | 77.5%-60.9pp | 74.1%-57.4pp | 82.0%-65.3pp |
| Annual return | 23.78% | 465.51%-441.7pp | 340.56%-316.8pp | 302.91%-279.1pp |
| Employer contribution / active EE | $196 | $3,164-93.8% | $2,681-92.7% | $4,762-95.9% |
| Participant deferral / active EE | $425 | $4,177-89.8% | $3,739-88.6% | $5,983-92.9% |
| Admin fee / account holder | $0 | $7,775-100.0% | $6,464-100.0% | $11,248-100.0% |