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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 | $142,972 | $132,634+7.8% | $115,768+23.5% | $137,256+4.2% |
| Participation rate | 16.7% | 77.9%-61.2pp | 74.4%-57.7pp | 80.0%-63.3pp |
| Annual return | 13.99% | 160.70%-146.7pp | 100.46%-86.5pp | 220.34%-206.3pp |
| Employer contribution / active EE | $694 | $3,360-79.4% | $2,940-76.4% | $4,156-83.3% |
| Participant deferral / active EE | $1,025 | $5,619-81.8% | $4,917-79.2% | $6,407-84.0% |
| Admin fee / account holder | $0 | $15,028-100.0% | $12,439-100.0% | $12,270-100.0% |