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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 | $61,706 | $169,161-63.5% | $129,295-52.3% | $145,959-57.7% |
| Participation rate | 11.1% | 76.5%-65.3pp | 69.6%-58.5pp | 80.3%-69.2pp |
| Annual return | 14.75% | 14348.07%-14333.3pp | 9429.28%-9414.5pp | 561.95%-547.2pp |
| Employer contribution / active EE | $0 | $5,543-100.0% | $4,157-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $200 | $4,989-96.0% | $4,169-95.2% | $6,689-97.0% |
| Admin fee / account holder | $2 | $9,878-100.0% | $7,665-100.0% | $13,398-100.0% |