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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 | $91,813 | $154,209-40.5% | $130,062-29.4% | $139,487-34.2% |
| Participation rate | 50.0% | 82.0%-32.0pp | 78.5%-28.5pp | 80.3%-30.3pp |
| Annual return | 14.30% | 32.52%-18.2pp | -137.37%+151.7pp | 373.84%-359.5pp |
| Employer contribution / active EE | $1,814 | $5,292-65.7% | $4,322-58.0% | $4,755-61.8% |
| Participant deferral / active EE | $1,815 | $6,709-73.0% | $5,821-68.8% | $6,713-73.0% |
| Admin fee / account holder | $20 | $13,988-99.9% | $10,601-99.8% | $11,407-99.8% |