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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 | $36,376 | $184,000-80.2% | $162,185-77.6% | $152,909-76.2% |
| Participation rate | 69.2% | 88.5%-19.3pp | 87.6%-18.3pp | 82.5%-13.2pp |
| Annual return | 17.66% | 150.80%-133.1pp | 115.61%-98.0pp | 345.46%-327.8pp |
| Employer contribution / active EE | $0 | $6,370-100.0% | $5,613-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $2,463 | $8,033-69.3% | $7,297-66.2% | $5,851-57.9% |
| Admin fee / account holder | $0 | $13,124-100.0% | $10,844-100.0% | $11,601-100.0% |