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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 | $25,819 | $100,792-74.4% | $86,691-70.2% | $134,509-80.8% |
| Participation rate | 50.0% | 78.9%-28.9pp | 76.6%-26.6pp | 81.2%-31.2pp |
| Annual return | -19.32% | 29.08%-48.4pp | 35.94%-55.3pp | 418.13%-437.5pp |
| Employer contribution / active EE | $1,050 | $3,491-69.9% | $2,837-63.0% | $4,741-77.9% |
| Participant deferral / active EE | $1,363 | $5,339-74.5% | $4,656-70.7% | $6,400-78.7% |
| Admin fee / account holder | $83 | $10,924-99.2% | $7,492-98.9% | $11,427-99.3% |