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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 | $98,194 | $54,355+80.7% | $82,744+18.7% | $68,486+43.4% |
| Participation rate | 16.1% | 63.9%-47.8pp | 72.6%-56.4pp | 67.9%-51.8pp |
| Annual return | -13.16% | -13.67%+0.5pp | 702.22%-715.4pp | -7.85%-5.3pp |
| Employer contribution / active EE | $293 | $2,219-86.8% | $3,008-90.3% | $2,597-88.7% |
| Participant deferral / active EE | $567 | $3,246-82.5% | $4,395-87.1% | $4,028-85.9% |
| Admin fee / account holder | $0 | $4,397-100.0% | $5,325-100.0% | $5,404-100.0% |