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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 | $34,812 | $100,811-65.5% | $86,698-59.8% | $134,545-74.1% |
| Participation rate | 55.6% | 79.0%-23.4pp | 76.6%-21.0pp | 81.2%-25.7pp |
| Annual return | -16.68% | 29.11%-45.8pp | 35.96%-52.6pp | 418.37%-435.1pp |
| Employer contribution / active EE | $1,027 | $3,490-70.6% | $2,837-63.8% | $4,742-78.4% |
| Participant deferral / active EE | $1,693 | $5,339-68.3% | $4,656-63.6% | $6,401-73.6% |
| Admin fee / account holder | $13 | $10,926-99.9% | $7,492-99.8% | $11,431-99.9% |