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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 | $22,718 | $110,337-79.4% | $102,383-77.8% | $145,877-84.4% |
| Participation rate | 62.5% | 77.9%-15.4pp | 74.5%-12.0pp | 80.3%-17.8pp |
| Annual return | 235.49% | 24.83%+210.7pp | 24.94%+210.6pp | 551.28%-315.8pp |
| Employer contribution / active EE | $12,048 | $4,216+185.8% | $3,870+211.3% | $4,663+158.4% |
| Participant deferral / active EE | $736 | $5,621-86.9% | $5,060-85.5% | $6,691-89.0% |
| Admin fee / account holder | $28 | $9,750-99.7% | $8,391-99.7% | $13,402-99.8% |