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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 | $80,583 | $109,863-26.7% | $98,477-18.2% | $167,518-51.9% |
| Participation rate | 66.7% | 75.8%-9.2pp | 73.3%-6.7pp | 82.1%-15.4pp |
| Annual return | 26.56% | 1958.09%-1931.5pp | 1493.59%-1467.0pp | 478.71%-452.1pp |
| Employer contribution / active EE | $21,895 | $3,225+578.9% | $2,961+639.5% | $4,838+352.5% |
| Participant deferral / active EE | $0 | $4,673-100.0% | $4,276-100.0% | $6,342-100.0% |
| Admin fee / account holder | $0 | $6,755-100.0% | $5,951-100.0% | $12,312-100.0% |