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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 | $51,738 | $46,689+10.8% | $117,490-56.0% | $68,498-24.5% |
| Participation rate | 11.6% | 56.8%-45.2pp | 70.6%-59.0pp | 67.9%-56.3pp |
| Annual return | -17.07% | -14.52%-2.6pp | 29.75%-46.8pp | -7.84%-9.2pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $4,177-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $756 | $2,637-71.3% | $4,071-81.4% | $4,027-81.2% |
| Admin fee / account holder | $0 | $4,021-100.0% | $5,646-100.0% | $5,403-100.0% |