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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 | $58,363 | $82,674-29.4% | $125,363-53.4% | $68,495-14.8% |
| Participation rate | 67.6% | 75.0%-7.4pp | 82.4%-14.7pp | 67.9%-0.2pp |
| Annual return | -6.27% | -5.97%-0.3pp | 572.15%-578.4pp | -7.84%+1.6pp |
| Employer contribution / active EE | $1,255 | $3,382-62.9% | $4,815-73.9% | $2,596-51.7% |
| Participant deferral / active EE | $1,265 | $6,111-79.3% | $7,447-83.0% | $4,028-68.6% |
| Admin fee / account holder | $0 | $6,276-100.0% | $10,005-100.0% | $5,403-100.0% |