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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 | $158,572 | $150,447+5.4% | $136,298+16.3% | $147,586+7.4% |
| Participation rate | 40.0% | 84.4%-44.4pp | 81.9%-41.9pp | 82.8%-42.8pp |
| Annual return | 16.07% | 1049.15%-1033.1pp | 5156.27%-5140.2pp | 578.59%-562.5pp |
| Employer contribution / active EE | $1,024 | $5,256-80.5% | $4,696-78.2% | $4,876-79.0% |
| Participant deferral / active EE | $1,682 | $6,631-74.6% | $6,247-73.1% | $5,439-69.1% |
| Admin fee / account holder | $0 | $10,906-100.0% | $9,244-100.0% | $10,886-100.0% |