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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 | $106,297 | $159,978-33.6% | $147,041-27.7% | $145,978-27.2% |
| Participation rate | 14.3% | 84.0%-69.7pp | 82.2%-67.9pp | 80.3%-66.0pp |
| Annual return | 13.12% | 98.36%-85.2pp | 419.21%-406.1pp | 550.52%-537.4pp |
| Employer contribution / active EE | $1,429 | $5,288-73.0% | $4,935-71.1% | $4,662-69.4% |
| Participant deferral / active EE | $0 | $8,429-100.0% | $8,071-100.0% | $6,690-100.0% |
| Admin fee / account holder | $0 | $15,053-100.0% | $13,006-100.0% | $13,400-100.0% |