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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 | $76,741 | $211,105-63.6% | $178,449-57.0% | $145,978-47.4% |
| Participation rate | 0.0% | 80.8%-80.8pp | 77.1%-77.1pp | 80.3%-80.3pp |
| Annual return | 10.55% | 30.19%-19.6pp | 27.09%-16.5pp | 550.52%-540.0pp |
| Employer contribution / active EE | $10,000 | $4,569+118.9% | $3,951+153.1% | $4,662+114.5% |
| Participant deferral / active EE | $0 | $6,959-100.0% | $6,277-100.0% | $6,690-100.0% |
| Admin fee / account holder | $52 | $12,017-99.6% | $10,362-99.5% | $13,400-99.6% |