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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 | $23,116 | $96,691-76.1% | $86,656-73.3% | $139,487-83.4% |
| Participation rate | 41.7% | 74.4%-32.8pp | 71.7%-30.0pp | 80.3%-38.7pp |
| Annual return | 12.74% | 106.87%-94.1pp | 593.09%-580.4pp | 373.84%-361.1pp |
| Employer contribution / active EE | $3,300 | $3,267+1.0% | $3,025+9.1% | $4,755-30.6% |
| Participant deferral / active EE | $0 | $4,838-100.0% | $4,439-100.0% | $6,713-100.0% |
| Admin fee / account holder | $122 | $6,414-98.1% | $5,619-97.8% | $11,407-98.9% |