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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 | $224,253 | $138,078+62.4% | $125,363+78.9% | $134,509+66.7% |
| Participation rate | 66.7% | 84.5%-17.8pp | 82.4%-15.7pp | 81.2%-14.6pp |
| Annual return | -19.15% | 750.49%-769.6pp | 572.15%-591.3pp | 418.13%-437.3pp |
| Employer contribution / active EE | $1,000 | $5,245-80.9% | $4,815-79.2% | $4,741-78.9% |
| Participant deferral / active EE | $1,167 | $7,800-85.0% | $7,447-84.3% | $6,400-81.8% |
| Admin fee / account holder | $0 | $11,566-100.0% | $10,005-100.0% | $11,427-100.0% |