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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 | $137,504 | $124,346+10.6% | $111,306+23.5% | $167,553-17.9% |
| Participation rate | 21.4% | 79.6%-58.2pp | 77.3%-55.9pp | 82.1%-60.7pp |
| Annual return | 33.01% | 37.46%-4.4pp | 54.67%-21.7pp | 478.89%-445.9pp |
| Employer contribution / active EE | $1,459 | $3,438-57.6% | $2,732-46.6% | $4,840-69.8% |
| Participant deferral / active EE | $1,459 | $5,182-71.8% | $4,488-67.5% | $6,343-77.0% |
| Admin fee / account holder | $0 | $10,623-100.0% | $7,966-100.0% | $12,316-100.0% |