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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 | $225,040 | $138,078+63.0% | $125,363+79.5% | $134,509+67.3% |
| Participation rate | 50.0% | 84.5%-34.5pp | 82.4%-32.4pp | 81.2%-31.2pp |
| Annual return | -18.15% | 750.49%-768.6pp | 572.15%-590.3pp | 418.13%-436.3pp |
| Employer contribution / active EE | $7,678 | $5,245+46.4% | $4,815+59.5% | $4,741+62.0% |
| Participant deferral / active EE | $525 | $7,800-93.3% | $7,447-93.0% | $6,400-91.8% |
| Admin fee / account holder | $0 | $11,566-100.0% | $10,005-100.0% | $11,427-100.0% |