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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 | $48,380 | $142,392-66.0% | $119,622-59.6% | $134,532-64.0% |
| Participation rate | 59.1% | 82.8%-23.7pp | 79.3%-20.2pp | 81.2%-22.1pp |
| Annual return | 0.00% | -12.46%+12.5pp | -14.98%+15.0pp | 418.27%-418.3pp |
| Employer contribution / active EE | $1,361 | $5,224-74.0% | $4,232-67.8% | $4,741-71.3% |
| Participant deferral / active EE | $1,469 | $6,467-77.3% | $5,601-73.8% | $6,401-77.0% |
| Admin fee / account holder | $0 | $13,593-100.0% | $10,328-100.0% | $11,429-100.0% |