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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 | $51,748 | $64,716-20.0% | $112,258-53.9% | $68,495-24.4% |
| Participation rate | 55.0% | 67.2%-12.2pp | 75.1%-20.1pp | 67.9%-12.9pp |
| Annual return | -19.01% | -11.40%-7.6pp | 27.47%-46.5pp | -7.84%-11.2pp |
| Employer contribution / active EE | $10,069 | $2,746+266.6% | $3,636+177.0% | $2,596+287.8% |
| Participant deferral / active EE | $0 | $3,565-100.0% | $4,728-100.0% | $4,028-100.0% |
| Admin fee / account holder | $0 | $5,232-100.0% | $6,411-100.0% | $5,403-100.0% |