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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 | $30,228 | $165,399-81.7% | $149,745-79.8% | $158,982-81.0% |
| Participation rate | 60.0% | 84.6%-24.6pp | 82.5%-22.5pp | 82.0%-22.0pp |
| Annual return | 53.46% | 348.34%-294.9pp | 276.72%-223.3pp | 302.99%-249.5pp |
| Employer contribution / active EE | $1,090 | $5,105-78.7% | $4,646-76.5% | $4,763-77.1% |
| Participant deferral / active EE | $1,720 | $7,183-76.1% | $6,843-74.9% | $5,983-71.3% |
| Admin fee / account holder | $211 | $10,811-98.0% | $9,312-97.7% | $11,252-98.1% |