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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 | $57,021 | $102,595-44.4% | $94,057-39.4% | $154,746-63.2% |
| Participation rate | 61.5% | 76.0%-14.5pp | 73.3%-11.8pp | 80.7%-19.2pp |
| Annual return | 11.71% | 583.42%-571.7pp | 480.62%-468.9pp | 172.34%-160.6pp |
| Employer contribution / active EE | $1,033 | $3,147-67.2% | $2,933-64.8% | $4,379-76.4% |
| Participant deferral / active EE | $1,033 | $5,118-79.8% | $4,709-78.1% | $6,730-84.7% |
| Admin fee / account holder | $4 | $7,736-99.9% | $7,244-99.9% | $14,365-100.0% |