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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 | $187,579 | $176,688+6.2% | $130,660+43.6% | $152,909+22.7% |
| Participation rate | 50.0% | 79.0%-29.0pp | 71.7%-21.7pp | 82.5%-32.5pp |
| Annual return | 18.63% | 2693.08%-2674.5pp | 1709.29%-1690.7pp | 345.46%-326.8pp |
| Employer contribution / active EE | $5,849 | $5,743+1.8% | $4,092+42.9% | $4,764+22.8% |
| Participant deferral / active EE | $0 | $4,362-100.0% | $3,603-100.0% | $5,851-100.0% |
| Admin fee / account holder | $0 | $7,131-100.0% | $5,463-100.0% | $11,601-100.0% |