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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 | $43,819 | $72,071-39.2% | $68,368-35.9% | $137,256-68.1% |
| Participation rate | 50.0% | 76.2%-26.2pp | 73.8%-23.8pp | 80.0%-30.0pp |
| Annual return | 25.89% | 353.14%-327.3pp | 292.57%-266.7pp | 220.34%-194.5pp |
| Employer contribution / active EE | $5,000 | $2,788+79.3% | $2,649+88.8% | $4,156+20.3% |
| Participant deferral / active EE | $0 | $4,410-100.0% | $4,123-100.0% | $6,407-100.0% |
| Admin fee / account holder | $270 | $5,336-94.9% | $5,150-94.8% | $12,270-97.8% |