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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 | $32,443 | $150,447-78.4% | $136,298-76.2% | $147,586-78.0% |
| Participation rate | 66.7% | 84.4%-17.8pp | 81.9%-15.3pp | 82.8%-16.2pp |
| Annual return | 21.33% | 1049.15%-1027.8pp | 5156.27%-5134.9pp | 578.59%-557.3pp |
| Employer contribution / active EE | $6,307 | $5,256+20.0% | $4,696+34.3% | $4,876+29.3% |
| Participant deferral / active EE | $2,000 | $6,631-69.8% | $6,247-68.0% | $5,439-63.2% |
| Admin fee / account holder | $0 | $10,906-100.0% | $9,244-100.0% | $10,886-100.0% |