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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 | $74,937 | $160,059-53.2% | $140,019-46.5% | $135,379-44.6% |
| Participation rate | 62.5% | 88.5%-26.0pp | 87.5%-25.0pp | 82.6%-20.1pp |
| Annual return | -9.11% | 911.44%-920.6pp | 651.15%-660.3pp | 519.79%-528.9pp |
| Employer contribution / active EE | $11,070 | $6,420+72.4% | $5,605+97.5% | $4,779+131.6% |
| Participant deferral / active EE | $2,313 | $7,641-69.7% | $6,927-66.6% | $5,609-58.8% |
| Admin fee / account holder | $299 | $13,328-97.8% | $10,705-97.2% | $10,828-97.2% |