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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 | $110,808 | $160,059-30.8% | $140,019-20.9% | $135,380-18.2% |
| Participation rate | 60.0% | 88.5%-28.5pp | 87.5%-27.5pp | 82.6%-22.6pp |
| Annual return | -2.82% | 911.48%-914.3pp | 651.17%-654.0pp | 519.81%-522.6pp |
| Employer contribution / active EE | $0 | $6,420-100.0% | $5,605-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $652 | $7,641-91.5% | $6,927-90.6% | $5,609-88.4% |
| Admin fee / account holder | $47 | $13,328-99.6% | $10,705-99.6% | $10,828-99.6% |