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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 | $96,357 | $138,076-30.2% | $123,553-22.0% | $135,380-28.8% |
| Participation rate | 21.1% | 84.7%-63.7pp | 82.3%-61.2pp | 82.6%-61.6pp |
| Annual return | -5.86% | 153.70%-159.6pp | 119.21%-125.1pp | 519.81%-525.7pp |
| Employer contribution / active EE | $1,288 | $5,152-75.0% | $4,628-72.2% | $4,779-73.0% |
| Participant deferral / active EE | $1,947 | $6,800-71.4% | $6,426-69.7% | $5,609-65.3% |
| Admin fee / account holder | $0 | $10,917-100.0% | $9,284-100.0% | $10,828-100.0% |