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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 | $49,828 | $131,835-62.2% | $108,582-54.1% | $273,972-81.8% |
| Participation rate | 50.0% | 83.5%-33.5pp | 79.6%-29.6pp | 83.0%-33.0pp |
| Annual return | 4.93% | -91.57%+96.5pp | -51.70%+56.6pp | 41.46%-36.5pp |
| Employer contribution / active EE | $4,898 | $4,913-0.3% | $3,758+30.3% | $4,869+0.6% |
| Participant deferral / active EE | $0 | $5,127-100.0% | $4,311-100.0% | $5,287-100.0% |
| Admin fee / account holder | $0 | $10,253-100.0% | $7,645-100.0% | $10,133-100.0% |