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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 | $70,101 | $46,689+50.1% | $117,498-40.3% | $68,495+2.3% |
| Participation rate | 25.6% | 56.8%-31.2pp | 70.6%-45.0pp | 67.9%-42.3pp |
| Annual return | 182.78% | -14.52%+197.3pp | 29.75%+153.0pp | -7.84%+190.6pp |
| Employer contribution / active EE | $376 | $1,505-75.1% | $4,178-91.0% | $2,596-85.5% |
| Participant deferral / active EE | $643 | $2,637-75.6% | $4,071-84.2% | $4,028-84.0% |
| Admin fee / account holder | $75 | $4,021-98.1% | $5,646-98.7% | $5,403-98.6% |