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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 | $70,366+97.6% | $66,674+108.5% | $138,895+0.1% |
| Participation rate | 56.3% | 76.2%-19.9pp | 73.7%-17.4pp | 79.9%-23.7pp |
| Annual return | 15.69% | 386.41%-370.7pp | 321.24%-305.6pp | 145.39%-129.7pp |
| Employer contribution / active EE | $2,540 | $2,765-8.1% | $2,620-3.1% | $4,194-39.4% |
| Participant deferral / active EE | $0 | $4,374-100.0% | $4,084-100.0% | $6,396-100.0% |
| Admin fee / account holder | $0 | $5,262-100.0% | $5,098-100.0% | $12,562-100.0% |