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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 | $191,064 | $152,591+25.2% | $117,529+62.6% | $134,545+42.0% |
| Participation rate | 25.0% | 77.1%-52.1pp | 70.6%-45.6pp | 81.2%-56.2pp |
| Annual return | -16.07% | 53.04%-69.1pp | 29.77%-45.8pp | 418.37%-434.4pp |
| Employer contribution / active EE | $835 | $5,576-85.0% | $4,179-80.0% | $4,742-82.4% |
| Participant deferral / active EE | $0 | $4,821-100.0% | $4,072-100.0% | $6,401-100.0% |
| Admin fee / account holder | $0 | $7,004-100.0% | $5,645-100.0% | $11,431-100.0% |