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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 | $41,250 | $138,078-70.1% | $125,363-67.1% | $134,509-69.3% |
| Participation rate | 50.0% | 84.5%-34.5pp | 82.4%-32.4pp | 81.2%-31.2pp |
| Annual return | -14.31% | 750.49%-764.8pp | 572.15%-586.5pp | 418.13%-432.4pp |
| Employer contribution / active EE | $1,200 | $5,245-77.1% | $4,815-75.1% | $4,741-74.7% |
| Participant deferral / active EE | $1,500 | $7,800-80.8% | $7,447-79.9% | $6,400-76.6% |
| Admin fee / account holder | $0 | $11,566-100.0% | $10,005-100.0% | $11,427-100.0% |