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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 | $139,945 | $58,714+138.4% | $142,874-2.1% | $85,856+63.0% |
| Participation rate | 4.0% | 58.5%-54.5pp | 72.0%-68.0pp | 69.3%-65.3pp |
| Annual return | 12.42% | 27.73%-15.3pp | 5638.58%-5626.2pp | 318.58%-306.2pp |
| Employer contribution / active EE | $294 | $1,423-79.4% | $4,145-92.9% | $2,565-88.6% |
| Participant deferral / active EE | $365 | $2,608-86.0% | $3,838-90.5% | $3,952-90.8% |
| Admin fee / account holder | $120 | $4,241-97.2% | $6,561-98.2% | $6,261-98.1% |