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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 | $8,580 | $102,595-91.6% | $94,057-90.9% | $154,746-94.5% |
| Participation rate | 60.0% | 76.0%-16.0pp | 73.3%-13.3pp | 80.7%-20.7pp |
| Annual return | 18.67% | 583.42%-564.8pp | 480.62%-462.0pp | 172.34%-153.7pp |
| Employer contribution / active EE | $561 | $3,147-82.2% | $2,933-80.9% | $4,379-87.2% |
| Participant deferral / active EE | $980 | $5,118-80.8% | $4,709-79.2% | $6,730-85.4% |
| Admin fee / account holder | $44 | $7,736-99.4% | $7,244-99.4% | $14,365-99.7% |