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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 | $38,370 | $73,867-48.1% | $143,770-73.3% | $68,498-44.0% |
| Participation rate | 39.4% | 66.7%-27.3pp | 80.3%-40.9pp | 67.9%-28.5pp |
| Annual return | -14.30% | 1.01%-15.3pp | -0.04%-14.3pp | -7.84%-6.5pp |
| Employer contribution / active EE | $1,195 | $3,184-62.5% | $4,951-75.9% | $2,596-54.0% |
| Participant deferral / active EE | $517 | $3,384-84.7% | $5,638-90.8% | $4,027-87.2% |
| Admin fee / account holder | $199 | $5,755-96.5% | $14,673-98.6% | $5,403-96.3% |