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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 | $119,618 | $209,336-42.9% | $197,124-39.3% | $137,256-12.9% |
| Participation rate | 66.7% | 87.3%-20.6pp | 86.7%-20.0pp | 80.0%-13.3pp |
| Annual return | 31302.91% | 48.09%+31254.8pp | 44.34%+31258.6pp | 220.34%+31082.6pp |
| Employer contribution / active EE | $1,686 | $6,591-74.4% | $6,227-72.9% | $4,156-59.4% |
| Participant deferral / active EE | $2,483 | $9,614-74.2% | $9,135-72.8% | $6,407-61.2% |
| Admin fee / account holder | $101 | $17,308-99.4% | $16,298-99.4% | $12,270-99.2% |