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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 | $51,642+309.7% | $129,384+63.5% | $80,935+161.4% |
| Participation rate | 8.3% | 56.9%-48.6pp | 69.6%-61.3pp | 67.7%-59.3pp |
| Annual return | 17.54% | 20.78%-3.2pp | 9461.77%-9444.2pp | 35.66%-18.1pp |
| Employer contribution / active EE | $0 | $1,583-100.0% | $4,153-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $446 | $2,670-83.3% | $4,166-89.3% | $4,299-89.6% |
| Admin fee / account holder | $0 | $4,312-100.0% | $7,686-100.0% | $6,924-100.0% |