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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 | $28,988 | $90,691-68.0% | $76,119-61.9% | $145,884-80.1% |
| Participation rate | 27.3% | 74.5%-47.2pp | 69.1%-41.8pp | 80.3%-53.0pp |
| Annual return | 9.88% | 624.52%-614.6pp | 361.25%-351.4pp | 551.85%-542.0pp |
| Employer contribution / active EE | $854 | $3,329-74.3% | $2,693-68.3% | $4,662-81.7% |
| Participant deferral / active EE | $985 | $5,167-80.9% | $4,259-76.9% | $6,690-85.3% |
| Admin fee / account holder | $184 | $8,383-97.8% | $6,421-97.1% | $13,392-98.6% |