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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 | $169,336+46.3% | $129,384+91.5% | $145,884+69.9% |
| Participation rate | 26.1% | 76.5%-50.4pp | 69.6%-43.5pp | 80.3%-54.2pp |
| Annual return | 9.61% | 14408.70%-14399.1pp | 9461.77%-9452.2pp | 551.85%-542.2pp |
| Employer contribution / active EE | $1,260 | $5,540-77.3% | $4,153-69.7% | $4,662-73.0% |
| Participant deferral / active EE | $0 | $4,985-100.0% | $4,166-100.0% | $6,690-100.0% |
| Admin fee / account holder | $0 | $9,912-100.0% | $7,686-100.0% | $13,392-100.0% |