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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 | $78,715 | $175,231-55.1% | $149,696-47.4% | $139,466-43.6% |
| Participation rate | 60.0% | 83.4%-23.4pp | 78.8%-18.8pp | 80.3%-20.3pp |
| Annual return | 13.67% | 166.77%-153.1pp | 134.46%-120.8pp | 373.66%-360.0pp |
| Employer contribution / active EE | $0 | $5,478-100.0% | $4,821-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $920 | $6,521-85.9% | $5,682-83.8% | $6,712-86.3% |
| Admin fee / account holder | $279 | $16,155-98.3% | $13,212-97.9% | $11,409-97.6% |