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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 | $191,673 | $148,629+29.0% | $135,982+41.0% | $139,487+37.4% |
| Participation rate | 6.3% | 83.9%-77.6pp | 81.9%-75.7pp | 80.3%-74.1pp |
| Annual return | 18.71% | 79.33%-60.6pp | 68.32%-49.6pp | 373.84%-355.1pp |
| Employer contribution / active EE | $4,125 | $5,247-21.4% | $4,859-15.1% | $4,755-13.2% |
| Participant deferral / active EE | $0 | $8,102-100.0% | $7,760-100.0% | $6,713-100.0% |
| Admin fee / account holder | $0 | $12,406-100.0% | $10,767-100.0% | $11,407-100.0% |