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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 | $88,945 | $64,729+37.4% | $112,263-20.8% | $68,490+29.9% |
| Participation rate | 13.6% | 67.2%-53.5pp | 75.1%-61.4pp | 67.9%-54.3pp |
| Annual return | -18.16% | -11.40%-6.8pp | 27.49%-45.6pp | -7.85%-10.3pp |
| Employer contribution / active EE | $0 | $2,746-100.0% | $3,636-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $125 | $3,566-96.5% | $4,729-97.3% | $4,028-96.9% |
| Admin fee / account holder | $3 | $5,222-99.9% | $6,410-100.0% | $5,403-100.0% |