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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 | $11,971 | $105,145-88.6% | $94,664-87.4% | $139,466-91.4% |
| Participation rate | 60.0% | 82.4%-22.4pp | 80.8%-20.8pp | 80.3%-20.3pp |
| Annual return | 57.36% | 38.09%+19.3pp | 156.84%-99.5pp | 373.66%-316.3pp |
| Employer contribution / active EE | $1,287 | $4,107-68.7% | $3,673-65.0% | $4,754-72.9% |
| Participant deferral / active EE | $1,287 | $7,599-83.1% | $7,417-82.7% | $6,712-80.8% |
| Admin fee / account holder | $173 | $8,972-98.1% | $7,222-97.6% | $11,409-98.5% |