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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 | $200,069 | $167,353+19.5% | $143,797+39.1% | $134,545+48.7% |
| Participation rate | 66.7% | 84.8%-18.2pp | 80.3%-13.7pp | 81.2%-14.6pp |
| Annual return | -9.86% | 0.48%-10.3pp | -0.04%-9.8pp | 418.37%-428.2pp |
| Employer contribution / active EE | $40,163 | $5,620+614.6% | $4,952+711.0% | $4,742+747.0% |
| Participant deferral / active EE | $0 | $6,447-100.0% | $5,638-100.0% | $6,401-100.0% |
| Admin fee / account holder | $0 | $18,096-100.0% | $14,679-100.0% | $11,431-100.0% |