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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 | $37,485 | $64,729-42.1% | $112,263-66.6% | $68,490-45.3% |
| Participation rate | 40.0% | 67.2%-27.2pp | 75.1%-35.1pp | 67.9%-27.9pp |
| Annual return | -13.04% | -11.40%-1.6pp | 27.49%-40.5pp | -7.85%-5.2pp |
| Employer contribution / active EE | $781 | $2,746-71.6% | $3,636-78.5% | $2,597-69.9% |
| Participant deferral / active EE | $1,098 | $3,566-69.2% | $4,729-76.8% | $4,028-72.7% |
| Admin fee / account holder | $101 | $5,222-98.1% | $6,410-98.4% | $5,403-98.1% |