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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 | $25,283 | $106,923-76.4% | $84,023-69.9% | $152,909-83.5% |
| Participation rate | 25.0% | 75.3%-50.3pp | 69.0%-44.0pp | 82.5%-57.5pp |
| Annual return | 145.38% | 105.02%+40.4pp | 71.32%+74.1pp | 345.46%-200.1pp |
| Employer contribution / active EE | $550 | $2,735-79.9% | $1,984-72.3% | $4,764-88.5% |
| Participant deferral / active EE | $650 | $4,013-83.8% | $3,239-79.9% | $5,851-88.9% |
| Admin fee / account holder | $0 | $8,289-100.0% | $6,102-100.0% | $11,601-100.0% |