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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 | $151,759 | $198,457-23.5% | $170,435-11.0% | $147,586+2.8% |
| Participation rate | 33.3% | 88.0%-54.6pp | 83.6%-50.3pp | 82.8%-49.5pp |
| Annual return | 27.57% | 257.30%-229.7pp | 205.94%-178.4pp | 578.59%-551.0pp |
| Employer contribution / active EE | $0 | $6,183-100.0% | $5,432-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $656 | $5,629-88.3% | $4,939-86.7% | $5,439-87.9% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,881-100.0% | $10,886-100.0% |