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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 | $75,370 | $150,446-49.9% | $136,297-44.7% | $147,585-48.9% |
| Participation rate | 26.1% | 84.4%-58.3pp | 81.9%-55.8pp | 82.8%-56.7pp |
| Annual return | 13.96% | 1049.14%-1035.2pp | 5156.19%-5142.2pp | 578.58%-564.6pp |
| Employer contribution / active EE | $2,160 | $5,256-58.9% | $4,696-54.0% | $4,876-55.7% |
| Participant deferral / active EE | $973 | $6,631-85.3% | $6,247-84.4% | $5,439-82.1% |
| Admin fee / account holder | $17 | $10,906-99.8% | $9,244-99.8% | $10,886-99.8% |