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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 | $65,515 | $202,345-67.6% | $172,755-62.1% | $152,885-57.1% |
| Participation rate | 33.3% | 87.1%-53.7pp | 82.6%-49.3pp | 82.5%-49.1pp |
| Annual return | 19.07% | 1029.77%-1010.7pp | 802.94%-783.9pp | 345.39%-326.3pp |
| Employer contribution / active EE | $8,000 | $5,858+36.6% | $5,144+55.5% | $4,763+68.0% |
| Participant deferral / active EE | $1,333 | $5,948-77.6% | $5,198-74.3% | $5,851-77.2% |
| Admin fee / account holder | $114 | $17,111-99.3% | $13,955-99.2% | $11,598-99.0% |