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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 | $139,031 | $138,114+0.7% | $125,391+10.9% | $134,545+3.3% |
| Participation rate | 50.0% | 84.5%-34.5pp | 82.4%-32.4pp | 81.2%-31.2pp |
| Annual return | -18.96% | 750.88%-769.8pp | 572.41%-591.4pp | 418.37%-437.3pp |
| Employer contribution / active EE | $10,250 | $5,246+95.4% | $4,816+112.8% | $4,742+116.2% |
| Participant deferral / active EE | $2,093 | $7,801-73.2% | $7,448-71.9% | $6,401-67.3% |
| Admin fee / account holder | $0 | $11,570-100.0% | $10,009-100.0% | $11,431-100.0% |