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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 | $31,020 | $142,409-78.2% | $119,634-74.1% | $134,545-76.9% |
| Participation rate | 62.5% | 82.8%-20.3pp | 79.3%-16.8pp | 81.2%-18.7pp |
| Annual return | -15.34% | -12.46%-2.9pp | -14.98%-0.4pp | 418.37%-433.7pp |
| Employer contribution / active EE | $2,829 | $5,224-45.9% | $4,232-33.2% | $4,742-40.3% |
| Participant deferral / active EE | $0 | $6,468-100.0% | $5,601-100.0% | $6,401-100.0% |
| Admin fee / account holder | $0 | $13,594-100.0% | $10,329-100.0% | $11,431-100.0% |