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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 | $133,171 | $184,000-27.6% | $162,185-17.9% | $152,909-12.9% |
| Participation rate | 60.0% | 88.5%-28.5pp | 87.6%-27.6pp | 82.5%-22.5pp |
| Annual return | 18.22% | 150.80%-132.6pp | 115.61%-97.4pp | 345.46%-327.2pp |
| Employer contribution / active EE | $0 | $6,370-100.0% | $5,613-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,305 | $8,033-83.8% | $7,297-82.1% | $5,851-77.7% |
| Admin fee / account holder | $53 | $13,124-99.6% | $10,844-99.5% | $11,601-99.5% |