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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 | $124,913 | $106,905+16.8% | $84,020+48.7% | $152,885-18.3% |
| Participation rate | 7.1% | 75.2%-68.1pp | 69.0%-61.9pp | 82.5%-75.3pp |
| Annual return | 18.67% | 105.00%-86.3pp | 71.31%-52.6pp | 345.39%-326.7pp |
| Employer contribution / active EE | $589 | $2,735-78.5% | $1,984-70.3% | $4,763-87.6% |
| Participant deferral / active EE | $925 | $4,012-76.9% | $3,239-71.4% | $5,851-84.2% |
| Admin fee / account holder | $0 | $8,287-100.0% | $6,101-100.0% | $11,598-100.0% |