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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 | $24,921 | $180,749-86.2% | $160,784-84.5% | $137,256-81.8% |
| Participation rate | 60.0% | 80.0%-20.0pp | 77.0%-17.0pp | 80.0%-20.0pp |
| Annual return | 33.18% | 2234.46%-2201.3pp | 1803.92%-1770.7pp | 220.34%-187.2pp |
| Employer contribution / active EE | $10,375 | $4,155+149.7% | $3,733+177.9% | $4,156+149.6% |
| Participant deferral / active EE | $0 | $6,844-100.0% | $6,293-100.0% | $6,407-100.0% |
| Admin fee / account holder | $0 | $10,397-100.0% | $9,717-100.0% | $12,270-100.0% |