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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 | $180,893 | $138,102+31.0% | $125,381+44.3% | $134,532+34.5% |
| Participation rate | 66.7% | 84.5%-17.8pp | 82.4%-15.7pp | 81.2%-14.6pp |
| Annual return | -17.15% | 750.73%-767.9pp | 572.31%-589.5pp | 418.27%-435.4pp |
| Employer contribution / active EE | $7,249 | $5,245+38.2% | $4,815+50.5% | $4,741+52.9% |
| Participant deferral / active EE | $2,249 | $7,801-71.2% | $7,448-69.8% | $6,401-64.9% |
| Admin fee / account holder | $40 | $11,568-99.7% | $10,007-99.6% | $11,429-99.6% |