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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 | $61,533 | $167,353-63.2% | $143,797-57.2% | $134,545-54.3% |
| Participation rate | 50.0% | 84.8%-34.8pp | 80.3%-30.3pp | 81.2%-31.2pp |
| Annual return | -7.06% | 0.48%-7.5pp | -0.04%-7.0pp | 418.37%-425.4pp |
| Employer contribution / active EE | $2,849 | $5,620-49.3% | $4,952-42.5% | $4,742-39.9% |
| Participant deferral / active EE | $602 | $6,447-90.7% | $5,638-89.3% | $6,401-90.6% |
| Admin fee / account holder | $11 | $18,096-99.9% | $14,679-99.9% | $11,431-99.9% |