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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 | $47,514 | $114,130-58.4% | $96,192-50.6% | $167,553-71.6% |
| Participation rate | 66.7% | 75.1%-8.4pp | 68.4%-1.8pp | 82.1%-15.4pp |
| Annual return | 16.39% | 190.07%-173.7pp | 192.09%-175.7pp | 478.89%-462.5pp |
| Employer contribution / active EE | $402 | $3,431-88.3% | $2,799-85.7% | $4,840-91.7% |
| Participant deferral / active EE | $726 | $5,198-86.0% | $4,351-83.3% | $6,343-88.6% |
| Admin fee / account holder | $20 | $6,901-99.7% | $5,539-99.6% | $12,316-99.8% |