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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 | $26,333 | $167,522-84.3% | $151,639-82.6% | $134,532-80.4% |
| Participation rate | 42.9% | 88.4%-45.5pp | 87.5%-44.6pp | 81.2%-38.4pp |
| Annual return | -10.86% | 7.81%-18.7pp | 3.34%-14.2pp | 418.27%-429.1pp |
| Employer contribution / active EE | $5,953 | $6,828-12.8% | $6,165-3.4% | $4,741+25.6% |
| Participant deferral / active EE | $0 | $8,986-100.0% | $8,363-100.0% | $6,401-100.0% |
| Admin fee / account holder | $21 | $13,780-99.8% | $11,613-99.8% | $11,429-99.8% |