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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 | $62,495 | $29,319+113.2% | $52,425+19.2% | $82,448-24.2% |
| Participation rate | 7.1% | 46.9%-39.7pp | 55.6%-48.5pp | 68.1%-60.9pp |
| Annual return | 456.98% | 535.20%-78.2pp | 302.12%+154.9pp | 41.64%+415.3pp |
| Employer contribution / active EE | $73 | $586-87.6% | $914-92.0% | $2,551-97.1% |
| Participant deferral / active EE | $73 | $1,171-93.8% | $1,790-95.9% | $4,139-98.2% |
| Admin fee / account holder | $0 | $1,962-100.0% | $2,495-100.0% | $7,234-100.0% |