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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 | $66,089 | $99,079-33.3% | $78,002-15.3% | $273,972-75.9% |
| Participation rate | 66.7% | 78.6%-11.9pp | 75.5%-8.9pp | 83.0%-16.3pp |
| Annual return | 9.83% | 217.93%-208.1pp | 425.99%-416.2pp | 41.46%-31.6pp |
| Employer contribution / active EE | $608 | $3,308-81.6% | $2,470-75.4% | $4,869-87.5% |
| Participant deferral / active EE | $668 | $4,306-84.5% | $3,497-80.9% | $5,287-87.4% |
| Admin fee / account holder | $42 | $8,954-99.5% | $5,481-99.2% | $10,133-99.6% |