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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 | $105,873 | $171,867-38.4% | $149,721-29.3% | $147,586-28.3% |
| Participation rate | 31.3% | 88.2%-56.9pp | 87.1%-55.8pp | 82.8%-51.6pp |
| Annual return | 21.38% | 2113.36%-2092.0pp | 1501.67%-1480.3pp | 578.59%-557.2pp |
| Employer contribution / active EE | $0 | $6,275-100.0% | $5,444-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,263 | $7,270-68.9% | $6,568-65.6% | $5,439-58.4% |
| Admin fee / account holder | $123 | $13,799-99.1% | $11,282-98.9% | $10,886-98.9% |