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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 | $13,938 | $99,011-85.9% | $86,582-83.9% | $147,586-90.6% |
| Participation rate | 60.0% | 76.3%-16.3pp | 73.5%-13.5pp | 82.8%-22.8pp |
| Annual return | 20.69% | 1312.75%-1292.1pp | 965.08%-944.4pp | 578.59%-557.9pp |
| Employer contribution / active EE | $3,137 | $3,132+0.2% | $2,839+10.5% | $4,876-35.7% |
| Participant deferral / active EE | $0 | $3,972-100.0% | $3,609-100.0% | $5,439-100.0% |
| Admin fee / account holder | $47 | $5,709-99.2% | $4,904-99.0% | $10,886-99.6% |