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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 | $112,532 | $109,872+2.4% | $98,483+14.3% | $167,536-32.8% |
| Participation rate | 50.0% | 75.8%-25.8pp | 73.3%-23.3pp | 82.1%-32.1pp |
| Annual return | 38.33% | 1959.31%-1921.0pp | 1494.38%-1456.1pp | 478.82%-440.5pp |
| Employer contribution / active EE | $2,442 | $3,225-24.3% | $2,961-17.5% | $4,839-49.5% |
| Participant deferral / active EE | $0 | $4,673-100.0% | $4,276-100.0% | $6,342-100.0% |
| Admin fee / account holder | $0 | $6,757-100.0% | $5,953-100.0% | $12,315-100.0% |