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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 | $230,446 | $162,136+42.1% | $152,301+51.3% | $154,746+48.9% |
| Participation rate | 20.0% | 84.1%-64.1pp | 82.4%-62.4pp | 80.7%-60.7pp |
| Annual return | 15.40% | 91.02%-75.6pp | 80.50%-65.1pp | 172.34%-156.9pp |
| Employer contribution / active EE | $0 | $4,890-100.0% | $4,624-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $872 | $8,341-89.5% | $8,004-89.1% | $6,730-87.0% |
| Admin fee / account holder | $0 | $15,759-100.0% | $14,398-100.0% | $14,365-100.0% |