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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 | $30,174 | $160,028-81.1% | $147,080-79.5% | $145,884-79.3% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 10.37% | 98.60%-88.2pp | 420.17%-409.8pp | 551.85%-541.5pp |
| Employer contribution / active EE | $1,977 | $5,286-62.6% | $4,933-59.9% | $4,662-57.6% |
| Participant deferral / active EE | $2,464 | $8,422-70.7% | $8,066-69.5% | $6,690-63.2% |
| Admin fee / account holder | $185 | $15,030-98.8% | $12,989-98.6% | $13,392-98.6% |