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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 | $22,849 | $109,905-79.2% | $98,506-76.8% | $167,553-86.4% |
| Participation rate | 60.0% | 75.8%-15.8pp | 73.3%-13.3pp | 82.1%-22.1pp |
| Annual return | 18.21% | 1960.20%-1942.0pp | 1494.92%-1476.7pp | 478.89%-460.7pp |
| Employer contribution / active EE | $1,773 | $3,226-45.0% | $2,961-40.1% | $4,840-63.4% |
| Participant deferral / active EE | $182 | $4,674-96.1% | $4,277-95.7% | $6,343-97.1% |
| Admin fee / account holder | $0 | $6,760-100.0% | $5,955-100.0% | $12,316-100.0% |