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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 | $34,573 | $83,090-58.4% | $130,062-73.4% | $71,529-51.7% |
| Participation rate | 52.9% | 74.1%-21.2pp | 78.5%-25.6pp | 67.9%-15.1pp |
| Annual return | 15.40% | 20.61%-5.2pp | -137.37%+152.8pp | 28.97%-13.6pp |
| Employer contribution / active EE | $3,528 | $2,624+34.5% | $4,322-18.4% | $2,590+36.2% |
| Participant deferral / active EE | $0 | $4,436-100.0% | $5,821-100.0% | $4,291-100.0% |
| Admin fee / account holder | $162 | $1,727-90.6% | $10,601-98.5% | $1,588-89.8% |