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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 | $112,588 | $88,778+26.8% | $81,844+37.6% | $145,884-22.8% |
| Participation rate | 36.4% | 75.1%-38.7pp | 72.4%-36.0pp | 80.3%-43.9pp |
| Annual return | 17.81% | 1033.03%-1015.2pp | 778.87%-761.1pp | 551.85%-534.0pp |
| Employer contribution / active EE | $1,731 | $3,087-43.9% | $2,916-40.6% | $4,662-62.9% |
| Participant deferral / active EE | $0 | $4,648-100.0% | $4,323-100.0% | $6,690-100.0% |
| Admin fee / account holder | $66 | $8,430-99.2% | $7,355-99.1% | $13,392-99.5% |