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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 | $202,043 | $171,867+17.6% | $149,721+34.9% | $147,586+36.9% |
| Participation rate | 60.0% | 88.2%-28.2pp | 87.1%-27.1pp | 82.8%-22.8pp |
| Annual return | 18.68% | 2113.36%-2094.7pp | 1501.67%-1483.0pp | 578.59%-559.9pp |
| Employer contribution / active EE | $15,247 | $6,275+143.0% | $5,444+180.1% | $4,876+212.7% |
| Participant deferral / active EE | $0 | $7,270-100.0% | $6,568-100.0% | $5,439-100.0% |
| Admin fee / account holder | $0 | $13,799-100.0% | $11,282-100.0% | $10,886-100.0% |