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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 | $45,935 | $64,716-29.0% | $112,258-59.1% | $68,495-32.9% |
| Participation rate | 51.7% | 67.2%-15.4pp | 75.1%-23.3pp | 67.9%-16.2pp |
| Annual return | -19.44% | -11.40%-8.0pp | 27.47%-46.9pp | -7.84%-11.6pp |
| Employer contribution / active EE | $7,689 | $2,746+180.0% | $3,636+111.5% | $2,596+196.1% |
| Participant deferral / active EE | $0 | $3,565-100.0% | $4,728-100.0% | $4,028-100.0% |
| Admin fee / account holder | $0 | $5,232-100.0% | $6,411-100.0% | $5,403-100.0% |