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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 | $154,081 | $88,672+73.8% | $105,223+46.4% | $82,448+86.9% |
| Participation rate | 40.0% | 67.9%-27.9pp | 75.0%-35.0pp | 68.1%-28.1pp |
| Annual return | 19.30% | 30.86%-11.6pp | 180.65%-161.4pp | 41.64%-22.3pp |
| Employer contribution / active EE | $4,200 | $3,048+37.8% | $3,689+13.9% | $2,551+64.6% |
| Participant deferral / active EE | $0 | $4,036-100.0% | $5,072-100.0% | $4,139-100.0% |
| Admin fee / account holder | $0 | $7,146-100.0% | $8,859-100.0% | $7,234-100.0% |