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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 | $169,336-41.1% | $129,384-22.9% | $145,884-31.6% |
| Participation rate | 9.5% | 76.5%-67.0pp | 69.6%-60.1pp | 80.3%-70.8pp |
| Annual return | 16.56% | 14408.70%-14392.1pp | 9461.77%-9445.2pp | 551.85%-535.3pp |
| Employer contribution / active EE | $0 | $5,540-100.0% | $4,153-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $325 | $4,985-93.5% | $4,166-92.2% | $6,690-95.1% |
| Admin fee / account holder | $0 | $9,912-100.0% | $7,686-100.0% | $13,392-100.0% |