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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 | $235,552 | $117,777+100.0% | $71,778+228.2% | $134,545+75.1% |
| Participation rate | 50.0% | 68.9%-18.9pp | 62.3%-12.3pp | 81.2%-31.2pp |
| Annual return | -14.96% | 25.46%-40.4pp | 9.15%-24.1pp | 418.37%-433.3pp |
| Employer contribution / active EE | $141 | $2,525-94.4% | $1,704-91.7% | $4,742-97.0% |
| Participant deferral / active EE | $328 | $3,756-91.3% | $2,656-87.7% | $6,401-94.9% |
| Admin fee / account holder | $0 | $6,379-100.0% | $3,974-100.0% | $11,431-100.0% |