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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 | $54,267 | $64,729-16.2% | $112,263-51.7% | $68,490-20.8% |
| Participation rate | 59.5% | 67.2%-7.7pp | 75.1%-15.6pp | 67.9%-8.4pp |
| Annual return | -8.59% | -11.40%+2.8pp | 27.49%-36.1pp | -7.85%-0.7pp |
| Employer contribution / active EE | $1,308 | $2,746-52.4% | $3,636-64.0% | $2,597-49.6% |
| Participant deferral / active EE | $0 | $3,566-100.0% | $4,729-100.0% | $4,028-100.0% |
| Admin fee / account holder | $16 | $5,222-99.7% | $6,410-99.8% | $5,403-99.7% |