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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 | $193,263 | $133,998+44.2% | $112,263+72.2% | $134,545+43.6% |
| Participation rate | 53.8% | 78.6%-24.7pp | 75.1%-21.2pp | 81.2%-27.4pp |
| Annual return | -13.83% | 47.17%-61.0pp | 27.49%-41.3pp | 418.37%-432.2pp |
| Employer contribution / active EE | $0 | $4,040-100.0% | $3,636-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $246 | $5,292-95.4% | $4,729-94.8% | $6,401-96.2% |
| Admin fee / account holder | $160 | $7,493-97.9% | $6,410-97.5% | $11,431-98.6% |