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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 | $48,292 | $133,981-64.0% | $112,249-57.0% | $134,532-64.1% |
| Participation rate | 59.1% | 78.6%-19.5pp | 75.1%-16.0pp | 81.2%-22.1pp |
| Annual return | -18.93% | 47.16%-66.1pp | 27.48%-46.4pp | 418.27%-437.2pp |
| Employer contribution / active EE | $1,268 | $4,040-68.6% | $3,636-65.1% | $4,741-73.2% |
| Participant deferral / active EE | $1,369 | $5,292-74.1% | $4,729-71.0% | $6,401-78.6% |
| Admin fee / account holder | $25 | $7,492-99.7% | $6,412-99.6% | $11,429-99.8% |