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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 | $88,375 | $197,637-55.3% | $177,848-50.3% | $158,982-44.4% |
| Participation rate | 20.0% | 88.5%-68.5pp | 87.7%-67.7pp | 82.0%-62.0pp |
| Annual return | 0.00% | 58.77%-58.8pp | 48.33%-48.3pp | 302.99%-303.0pp |
| Employer contribution / active EE | $14,675 | $6,698+119.1% | $5,919+147.9% | $4,763+208.1% |
| Participant deferral / active EE | $3,000 | $8,405-64.3% | $7,714-61.1% | $5,983-49.9% |
| Admin fee / account holder | $0 | $15,406-100.0% | $12,431-100.0% | $11,252-100.0% |