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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 | $216,523 | $58,391+270.8% | $76,667+182.4% | $72,976+196.7% |
| Participation rate | 14.3% | 67.4%-53.1pp | 72.1%-57.8pp | 69.5%-55.2pp |
| Annual return | 31.98% | 2306.65%-2274.7pp | 1166.74%-1134.8pp | 81.02%-49.0pp |
| Employer contribution / active EE | $361 | $1,787-79.8% | $2,303-84.3% | $2,440-85.2% |
| Participant deferral / active EE | $1,018 | $2,690-62.2% | $3,336-69.5% | $3,608-71.8% |
| Admin fee / account holder | $173 | $4,014-95.7% | $6,423-97.3% | $5,124-96.6% |