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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 | $56,280 | $171,492-67.2% | $150,734-62.7% | $198,609-71.7% |
| Participation rate | 66.7% | 81.4%-14.7pp | 78.4%-11.8pp | 82.4%-15.7pp |
| Annual return | 20.57% | 804.70%-784.1pp | 600.81%-580.2pp | 202.70%-182.1pp |
| Employer contribution / active EE | $3,661 | $5,470-33.1% | $4,918-25.6% | $5,055-27.6% |
| Participant deferral / active EE | $325 | $6,259-94.8% | $5,610-94.2% | $6,977-95.3% |
| Admin fee / account holder | $0 | $17,628-100.0% | $14,905-100.0% | $19,030-100.0% |