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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 | $71,197 | $43,730+62.8% | $121,220-41.3% | $64,173+10.9% |
| Participation rate | 55.6% | 58.3%-2.8pp | 71.8%-16.2pp | 69.6%-14.0pp |
| Annual return | -6.54% | 68.94%-75.5pp | 16.94%-23.5pp | 7.63%-14.2pp |
| Employer contribution / active EE | $0 | $1,297-100.0% | $4,023-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $859 | $2,281-62.3% | $3,345-74.3% | $3,470-75.2% |
| Admin fee / account holder | $95 | $3,502-97.3% | $5,021-98.1% | $4,887-98.1% |