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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 | $153,795 | $112,933+36.2% | $90,970+69.1% | $158,982-3.3% |
| Participation rate | 21.7% | 74.7%-53.0pp | 69.0%-47.3pp | 82.0%-60.2pp |
| Annual return | 60.20% | 215.82%-155.6pp | 134.60%-74.4pp | 302.99%-242.8pp |
| Employer contribution / active EE | $0 | $2,893-100.0% | $2,122-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $764 | $4,128-81.5% | $3,373-77.3% | $5,983-87.2% |
| Admin fee / account holder | $32 | $8,047-99.6% | $5,961-99.5% | $11,252-99.7% |