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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 | $54,574 | $109,372-50.1% | $89,414-39.0% | $158,966-65.7% |
| Participation rate | 66.7% | 74.3%-7.6pp | 68.0%-1.3pp | 82.0%-15.3pp |
| Annual return | 30.73% | 345.55%-314.8pp | 245.50%-214.8pp | 302.95%-272.2pp |
| Employer contribution / active EE | $685 | $3,171-78.4% | $2,586-73.5% | $4,762-85.6% |
| Participant deferral / active EE | $685 | $4,598-85.1% | $3,890-82.4% | $5,983-88.6% |
| Admin fee / account holder | $0 | $6,156-100.0% | $4,883-100.0% | $11,250-100.0% |