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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 | $111,137 | $114,013-2.5% | $103,693+7.2% | $155,188-28.4% |
| Participation rate | 30.0% | 75.2%-45.2pp | 72.6%-42.6pp | 80.8%-50.8pp |
| Annual return | 41.56% | 49.31%-7.8pp | 47.61%-6.1pp | 148.84%-107.3pp |
| Employer contribution / active EE | $222 | $3,131-92.9% | $2,920-92.4% | $4,248-94.8% |
| Participant deferral / active EE | $890 | $4,970-82.1% | $4,579-80.6% | $6,531-86.4% |
| Admin fee / account holder | $0 | $8,407-100.0% | $7,858-100.0% | $14,480-100.0% |