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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 | $185,637 | $202,342-8.3% | $172,753+7.5% | $152,909+21.4% |
| Participation rate | 66.7% | 87.1%-20.4pp | 82.6%-16.0pp | 82.5%-15.8pp |
| Annual return | 24.65% | 1029.88%-1005.2pp | 803.00%-778.4pp | 345.46%-320.8pp |
| Employer contribution / active EE | $1,275 | $5,857-78.2% | $5,144-75.2% | $4,764-73.2% |
| Participant deferral / active EE | $1,416 | $5,948-76.2% | $5,198-72.8% | $5,851-75.8% |
| Admin fee / account holder | $121 | $17,112-99.3% | $13,956-99.1% | $11,601-99.0% |