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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 | $214,628 | $114,013+88.2% | $103,693+107.0% | $155,188+38.3% |
| Participation rate | 66.7% | 75.2%-8.5pp | 72.6%-6.0pp | 80.8%-14.1pp |
| Annual return | 16.16% | 49.31%-33.2pp | 47.61%-31.5pp | 148.84%-132.7pp |
| Employer contribution / active EE | $9,591 | $3,131+206.3% | $2,920+228.4% | $4,248+125.8% |
| Participant deferral / active EE | $200 | $4,970-96.0% | $4,579-95.6% | $6,531-96.9% |
| Admin fee / account holder | $0 | $8,407-100.0% | $7,858-100.0% | $14,480-100.0% |