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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 | $46,700 | $167,352-72.1% | $143,788-67.5% | $134,509-65.3% |
| Participation rate | 50.0% | 84.8%-34.8pp | 80.3%-30.3pp | 81.2%-31.2pp |
| Annual return | -18.73% | 0.47%-19.2pp | -0.03%-18.7pp | 418.13%-436.9pp |
| Employer contribution / active EE | $1,675 | $5,620-70.2% | $4,952-66.2% | $4,741-64.7% |
| Participant deferral / active EE | $1,675 | $6,447-74.0% | $5,638-70.3% | $6,400-73.8% |
| Admin fee / account holder | $0 | $18,091-100.0% | $14,675-100.0% | $11,427-100.0% |