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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 | $81,149 | $111,787-27.4% | $93,681-13.4% | $145,978-44.4% |
| Participation rate | 50.0% | 74.2%-24.2pp | 68.7%-18.7pp | 80.3%-30.3pp |
| Annual return | 11.88% | 203.52%-191.6pp | 133.47%-121.6pp | 550.52%-538.6pp |
| Employer contribution / active EE | $695 | $3,093-77.5% | $2,422-71.3% | $4,662-85.1% |
| Participant deferral / active EE | $869 | $4,918-82.3% | $4,415-80.3% | $6,690-87.0% |
| Admin fee / account holder | $10 | $10,256-99.9% | $8,290-99.9% | $13,400-99.9% |