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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 | $39,562 | $96,643-59.1% | $86,617-54.3% | $139,456-71.6% |
| Participation rate | 61.5% | 74.4%-12.9pp | 71.7%-10.2pp | 80.3%-18.8pp |
| Annual return | 15.88% | 106.57%-90.7pp | 591.91%-576.0pp | 373.45%-357.6pp |
| Employer contribution / active EE | $809 | $3,264-75.2% | $3,023-73.2% | $4,753-83.0% |
| Participant deferral / active EE | $809 | $4,835-83.3% | $4,437-81.8% | $6,711-87.9% |
| Admin fee / account holder | $0 | $6,406-100.0% | $5,613-100.0% | $11,407-100.0% |