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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 | $33,508 | $227,597-85.3% | $189,575-82.3% | $167,536-80.0% |
| Participation rate | 66.7% | 82.5%-15.8pp | 78.4%-11.8pp | 82.1%-15.4pp |
| Annual return | 11.20% | 78.44%-67.2pp | 64.19%-53.0pp | 478.82%-467.6pp |
| Employer contribution / active EE | $1,248 | $5,316-76.5% | $4,412-71.7% | $4,839-74.2% |
| Participant deferral / active EE | $1,261 | $7,002-82.0% | $6,174-79.6% | $6,342-80.1% |
| Admin fee / account holder | $0 | $11,877-100.0% | $9,806-100.0% | $12,315-100.0% |