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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 | $119,076 | $133,998-11.1% | $112,263+6.1% | $134,545-11.5% |
| Participation rate | 66.7% | 78.6%-11.9pp | 75.1%-8.4pp | 81.2%-14.6pp |
| Annual return | -18.04% | 47.17%-65.2pp | 27.49%-45.5pp | 418.37%-436.4pp |
| Employer contribution / active EE | $4,125 | $4,040+2.1% | $3,636+13.4% | $4,742-13.0% |
| Participant deferral / active EE | $450 | $5,292-91.5% | $4,729-90.5% | $6,401-93.0% |
| Admin fee / account holder | $8 | $7,493-99.9% | $6,410-99.9% | $11,431-99.9% |