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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 | $23,114 | $95,917-75.9% | $79,583-71.0% | $134,545-82.8% |
| Participation rate | 66.7% | 75.0%-8.4pp | 69.5%-2.8pp | 81.2%-14.6pp |
| Annual return | -1.84% | -2.70%+0.9pp | 0.16%-2.0pp | 418.37%-420.2pp |
| Employer contribution / active EE | $9,201 | $3,129+194.1% | $2,414+281.2% | $4,742+94.1% |
| Participant deferral / active EE | $0 | $4,694-100.0% | $3,986-100.0% | $6,401-100.0% |
| Admin fee / account holder | $92 | $9,132-99.0% | $6,835-98.7% | $11,431-99.2% |