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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 | $94,630 | $95,975-1.4% | $74,549+26.9% | $135,379-30.1% |
| Participation rate | 60.0% | 75.7%-15.7pp | 69.1%-9.1pp | 82.6%-22.6pp |
| Annual return | 9.14% | 56.96%-47.8pp | 32.53%-23.4pp | 519.79%-510.6pp |
| Employer contribution / active EE | $3,000 | $2,716+10.5% | $1,961+53.0% | $4,779-37.2% |
| Participant deferral / active EE | $0 | $3,844-100.0% | $3,108-100.0% | $5,609-100.0% |
| Admin fee / account holder | $0 | $6,522-100.0% | $5,059-100.0% | $10,828-100.0% |