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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 | $90,956 | $129,737-29.9% | $119,126-23.6% | $154,746-41.2% |
| Participation rate | 50.0% | 78.9%-28.9pp | 75.8%-25.8pp | 80.7%-30.7pp |
| Annual return | 27.29% | 379.08%-351.8pp | 282.11%-254.8pp | 172.34%-145.0pp |
| Employer contribution / active EE | $1,125 | $4,375-74.3% | $4,034-72.1% | $4,379-74.3% |
| Participant deferral / active EE | $1,125 | $5,842-80.7% | $5,318-78.8% | $6,730-83.3% |
| Admin fee / account holder | $0 | $11,961-100.0% | $10,693-100.0% | $14,365-100.0% |