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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 | $80,284 | $58,714+36.7% | $142,874-43.8% | $85,856-6.5% |
| Participation rate | 24.0% | 58.5%-34.5pp | 72.0%-48.0pp | 69.3%-45.3pp |
| Annual return | 42.65% | 27.73%+14.9pp | 5638.58%-5595.9pp | 318.58%-275.9pp |
| Employer contribution / active EE | $483 | $1,423-66.1% | $4,145-88.3% | $2,565-81.2% |
| Participant deferral / active EE | $889 | $2,608-65.9% | $3,838-76.8% | $3,952-77.5% |
| Admin fee / account holder | $0 | $4,241-100.0% | $6,561-100.0% | $6,261-100.0% |