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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 | $28,296 | $167,353-83.1% | $143,797-80.3% | $134,545-79.0% |
| Participation rate | 40.0% | 84.8%-44.8pp | 80.3%-40.3pp | 81.2%-41.2pp |
| Annual return | 236.37% | 0.48%+235.9pp | -0.04%+236.4pp | 418.37%-182.0pp |
| Employer contribution / active EE | $4,724 | $5,620-16.0% | $4,952-4.6% | $4,742-0.4% |
| Participant deferral / active EE | $0 | $6,447-100.0% | $5,638-100.0% | $6,401-100.0% |
| Admin fee / account holder | $167 | $18,096-99.1% | $14,679-98.9% | $11,431-98.5% |