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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 | $110,220 | $100,792+9.4% | $86,691+27.1% | $134,509-18.1% |
| Participation rate | 66.7% | 78.9%-12.3pp | 76.6%-9.9pp | 81.2%-14.6pp |
| Annual return | -15.67% | 29.08%-44.7pp | 35.94%-51.6pp | 418.13%-433.8pp |
| Employer contribution / active EE | $11,268 | $3,491+222.8% | $2,837+297.2% | $4,741+137.7% |
| Participant deferral / active EE | $0 | $5,339-100.0% | $4,656-100.0% | $6,400-100.0% |
| Admin fee / account holder | $0 | $10,924-100.0% | $7,492-100.0% | $11,427-100.0% |