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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 | $211,557 | $51,606+309.9% | $129,339+63.6% | $80,911+161.5% |
| Participation rate | 8.3% | 57.0%-48.6pp | 69.6%-61.3pp | 67.6%-59.3pp |
| Annual return | 17.54% | 20.76%-3.2pp | 9437.05%-9419.5pp | 35.63%-18.1pp |
| Employer contribution / active EE | $0 | $1,582-100.0% | $4,154-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $446 | $2,669-83.3% | $4,170-89.3% | $4,297-89.6% |
| Admin fee / account holder | $0 | $4,310-100.0% | $7,668-100.0% | $6,935-100.0% |