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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 | $25,452 | $134,001-81.0% | $112,258-77.3% | $134,509-81.1% |
| Participation rate | 53.8% | 78.6%-24.7pp | 75.1%-21.2pp | 81.2%-27.4pp |
| Annual return | -18.69% | 47.15%-65.8pp | 27.47%-46.2pp | 418.13%-436.8pp |
| Employer contribution / active EE | $3,944 | $4,039-2.4% | $3,636+8.5% | $4,741-16.8% |
| Participant deferral / active EE | $155 | $5,291-97.1% | $4,728-96.7% | $6,400-97.6% |
| Admin fee / account holder | $226 | $7,491-97.0% | $6,411-96.5% | $11,427-98.0% |