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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 | $139,008 | $72,071+92.9% | $68,368+103.3% | $137,256+1.3% |
| Participation rate | 56.3% | 76.2%-20.0pp | 73.8%-17.5pp | 80.0%-23.7pp |
| Annual return | 15.69% | 353.14%-337.5pp | 292.57%-276.9pp | 220.34%-204.7pp |
| Employer contribution / active EE | $2,540 | $2,788-8.9% | $2,649-4.1% | $4,156-38.9% |
| Participant deferral / active EE | $0 | $4,410-100.0% | $4,123-100.0% | $6,407-100.0% |
| Admin fee / account holder | $0 | $5,336-100.0% | $5,150-100.0% | $12,270-100.0% |