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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 | $31,440 | $133,981-76.5% | $112,249-72.0% | $134,532-76.6% |
| Participation rate | 37.5% | 78.6%-41.1pp | 75.1%-37.6pp | 81.2%-43.7pp |
| Annual return | -12.33% | 47.16%-59.5pp | 27.48%-39.8pp | 418.27%-430.6pp |
| Employer contribution / active EE | $1,340 | $4,040-66.8% | $3,636-63.2% | $4,741-71.7% |
| Participant deferral / active EE | $1,454 | $5,292-72.5% | $4,729-69.3% | $6,401-77.3% |
| Admin fee / account holder | $253 | $7,492-96.6% | $6,412-96.0% | $11,429-97.8% |