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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 | $60,988 | $88,815-31.3% | $81,882-25.5% | $145,897-58.2% |
| Participation rate | 66.7% | 75.1%-8.4pp | 72.4%-5.7pp | 80.3%-13.6pp |
| Annual return | 17.91% | 1033.75%-1015.8pp | 779.47%-761.6pp | 552.29%-534.4pp |
| Employer contribution / active EE | $9,378 | $3,086+203.9% | $2,916+221.6% | $4,663+101.1% |
| Participant deferral / active EE | $0 | $4,647-100.0% | $4,323-100.0% | $6,689-100.0% |
| Admin fee / account holder | $8 | $8,434-99.9% | $7,360-99.9% | $13,390-99.9% |