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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 | $235,947 | $183,539+28.6% | $155,556+51.7% | $145,897+61.7% |
| Participation rate | 13.0% | 82.7%-69.7pp | 78.2%-65.2pp | 80.3%-67.3pp |
| Annual return | 10.03% | 61.31%-51.3pp | 64.84%-54.8pp | 552.29%-542.3pp |
| Employer contribution / active EE | $0 | $5,315-100.0% | $4,675-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,602 | $6,467-75.2% | $5,631-71.6% | $6,689-76.1% |
| Admin fee / account holder | $60 | $19,275-99.7% | $15,885-99.6% | $13,390-99.6% |