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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 | $176,384 | $197,603-10.7% | $177,827-0.8% | $158,950+11.0% |
| Participation rate | 50.0% | 88.5%-38.5pp | 87.7%-37.7pp | 82.0%-32.0pp |
| Annual return | 0.00% | 58.76%-58.8pp | 48.32%-48.3pp | 302.91%-302.9pp |
| Employer contribution / active EE | $2,210 | $6,698-67.0% | $5,918-62.7% | $4,762-53.6% |
| Participant deferral / active EE | $950 | $8,404-88.7% | $7,713-87.7% | $5,983-84.1% |
| Admin fee / account holder | $4 | $15,402-100.0% | $12,429-100.0% | $11,248-100.0% |