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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 | $33,186 | $102,595-67.7% | $94,057-64.7% | $154,746-78.6% |
| Participation rate | 50.0% | 76.0%-26.0pp | 73.3%-23.3pp | 80.7%-30.7pp |
| Annual return | 19.44% | 583.42%-564.0pp | 480.62%-461.2pp | 172.34%-152.9pp |
| Employer contribution / active EE | $571 | $3,147-81.9% | $2,933-80.5% | $4,379-87.0% |
| Participant deferral / active EE | $978 | $5,118-80.9% | $4,709-79.2% | $6,730-85.5% |
| Admin fee / account holder | $237 | $7,736-96.9% | $7,244-96.7% | $14,365-98.3% |