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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 | $146,467 | $158,852-7.8% | $121,220+20.8% | $135,380+8.2% |
| Participation rate | 35.3% | 79.3%-44.0pp | 71.8%-36.5pp | 82.6%-47.3pp |
| Annual return | -3.59% | -0.64%-2.9pp | 16.94%-20.5pp | 519.81%-523.4pp |
| Employer contribution / active EE | $1,689 | $5,666-70.2% | $4,023-58.0% | $4,779-64.7% |
| Participant deferral / active EE | $0 | $4,006-100.0% | $3,345-100.0% | $5,609-100.0% |
| Admin fee / account holder | $0 | $6,515-100.0% | $5,021-100.0% | $10,828-100.0% |