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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 | $160,372 | $101,063+58.7% | $81,473+96.8% | $147,586+8.7% |
| Participation rate | 33.3% | 74.5%-41.1pp | 68.0%-34.6pp | 82.8%-49.5pp |
| Annual return | 18.60% | 32.41%-13.8pp | 38.78%-20.2pp | 578.59%-560.0pp |
| Employer contribution / active EE | $3,333 | $3,206+4.0% | $2,568+29.8% | $4,876-31.6% |
| Participant deferral / active EE | $0 | $4,242-100.0% | $3,537-100.0% | $5,439-100.0% |
| Admin fee / account holder | $0 | $5,812-100.0% | $4,561-100.0% | $10,886-100.0% |