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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 | $48,777 | $112,933-56.8% | $90,970-46.4% | $158,982-69.3% |
| Participation rate | 60.0% | 74.7%-14.7pp | 69.0%-9.0pp | 82.0%-22.0pp |
| Annual return | 18.98% | 215.82%-196.8pp | 134.60%-115.6pp | 302.99%-284.0pp |
| Employer contribution / active EE | $774 | $2,893-73.2% | $2,122-63.5% | $4,763-83.7% |
| Participant deferral / active EE | $904 | $4,128-78.1% | $3,373-73.2% | $5,983-84.9% |
| Admin fee / account holder | $0 | $8,047-100.0% | $5,961-100.0% | $11,252-100.0% |