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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 | $35,152 | $167,522-79.0% | $151,639-76.8% | $134,532-73.9% |
| Participation rate | 60.0% | 88.4%-28.4pp | 87.5%-27.5pp | 81.2%-21.2pp |
| Annual return | -19.66% | 7.81%-27.5pp | 3.34%-23.0pp | 418.27%-437.9pp |
| Employer contribution / active EE | $1,967 | $6,828-71.2% | $6,165-68.1% | $4,741-58.5% |
| Participant deferral / active EE | $2,459 | $8,986-72.6% | $8,363-70.6% | $6,401-61.6% |
| Admin fee / account holder | $1 | $13,780-100.0% | $11,613-100.0% | $11,429-100.0% |