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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 | $247,812 | $169,361+46.3% | $129,397+91.5% | $145,877+69.9% |
| Participation rate | 26.1% | 76.5%-50.4pp | 69.6%-43.5pp | 80.3%-54.2pp |
| Annual return | 9.61% | 14395.54%-14385.9pp | 9453.98%-9444.4pp | 551.28%-541.7pp |
| Employer contribution / active EE | $1,260 | $5,542-77.3% | $4,154-69.7% | $4,663-73.0% |
| Participant deferral / active EE | $0 | $4,987-100.0% | $4,167-100.0% | $6,691-100.0% |
| Admin fee / account holder | $0 | $9,903-100.0% | $7,679-100.0% | $13,402-100.0% |