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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 | $202,795 | $107,363+88.9% | $92,909+118.3% | $152,897+32.6% |
| Participation rate | 40.0% | 79.8%-39.8pp | 76.0%-36.0pp | 82.5%-42.5pp |
| Annual return | 19.15% | 145.63%-126.5pp | 109.44%-90.3pp | 345.43%-326.3pp |
| Employer contribution / active EE | $31,013 | $4,222+634.5% | $3,653+748.9% | $4,764+551.1% |
| Participant deferral / active EE | $0 | $4,848-100.0% | $4,238-100.0% | $5,851-100.0% |
| Admin fee / account holder | $170 | $7,082-97.6% | $5,795-97.1% | $11,599-98.5% |