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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 | $44,247 | $91,525-51.7% | $130,026-66.0% | $75,181-41.1% |
| Participation rate | 66.7% | 71.4%-4.8pp | 78.5%-11.8pp | 67.2%-0.5pp |
| Annual return | 15.11% | -631.40%+646.5pp | -137.26%+152.4pp | 160.69%-145.6pp |
| Employer contribution / active EE | $3,261 | $2,844+14.7% | $4,321-24.5% | $2,671+22.1% |
| Participant deferral / active EE | $0 | $4,342-100.0% | $5,821-100.0% | $4,126-100.0% |
| Admin fee / account holder | $269 | $6,778-96.0% | $10,608-97.5% | $5,650-95.2% |