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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 | $99,757 | $169,356-41.1% | $129,406-22.9% | $145,897-31.6% |
| Participation rate | 9.5% | 76.5%-67.0pp | 69.6%-60.1pp | 80.3%-70.8pp |
| Annual return | 16.56% | 14418.62%-14402.1pp | 9468.18%-9451.6pp | 552.29%-535.7pp |
| Employer contribution / active EE | $0 | $5,542-100.0% | $4,155-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $325 | $4,987-93.5% | $4,167-92.2% | $6,689-95.1% |
| Admin fee / account holder | $0 | $9,915-100.0% | $7,689-100.0% | $13,390-100.0% |