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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 | $147,125 | $125,778+17.0% | $114,563+28.4% | $154,746-4.9% |
| Participation rate | 69.2% | 75.2%-6.0pp | 72.9%-3.7pp | 80.7%-11.5pp |
| Annual return | 11.68% | 295.14%-283.5pp | 241.09%-229.4pp | 172.34%-160.7pp |
| Employer contribution / active EE | $6,592 | $2,806+134.9% | $2,592+154.3% | $4,379+50.5% |
| Participant deferral / active EE | $129 | $4,445-97.1% | $4,142-96.9% | $6,730-98.1% |
| Admin fee / account holder | $147 | $8,190-98.2% | $7,623-98.1% | $14,365-99.0% |