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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 | $49,996 | $150,447-66.8% | $136,298-63.3% | $147,586-66.1% |
| Participation rate | 46.2% | 84.4%-38.3pp | 81.9%-35.8pp | 82.8%-36.7pp |
| Annual return | 19.55% | 1049.15%-1029.6pp | 5156.27%-5136.7pp | 578.59%-559.0pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,696-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,600 | $6,631-75.9% | $6,247-74.4% | $5,439-70.6% |
| Admin fee / account holder | $289 | $10,906-97.4% | $9,244-96.9% | $10,886-97.3% |