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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 | $208,720 | $142,392+46.6% | $119,622+74.5% | $134,532+55.1% |
| Participation rate | 33.3% | 82.8%-49.5pp | 79.3%-45.9pp | 81.2%-47.9pp |
| Annual return | 7.42% | -12.46%+19.9pp | -14.98%+22.4pp | 418.27%-410.8pp |
| Employer contribution / active EE | $9,800 | $5,224+87.6% | $4,232+131.6% | $4,741+106.7% |
| Participant deferral / active EE | $0 | $6,467-100.0% | $5,601-100.0% | $6,401-100.0% |
| Admin fee / account holder | $64 | $13,593-99.5% | $10,328-99.4% | $11,429-99.4% |