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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 | $77,609 | $211,946-63.4% | $169,452-54.2% | $135,380-42.7% |
| Participation rate | 66.7% | 82.6%-16.0pp | 77.8%-11.1pp | 82.6%-16.0pp |
| Annual return | -7.63% | 3.26%-10.9pp | 1.83%-9.5pp | 519.81%-527.4pp |
| Employer contribution / active EE | $779 | $5,117-84.8% | $4,157-81.3% | $4,779-83.7% |
| Participant deferral / active EE | $779 | $6,075-87.2% | $5,277-85.2% | $5,609-86.1% |
| Admin fee / account holder | $0 | $11,472-100.0% | $9,110-100.0% | $10,828-100.0% |