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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 | $32,394 | $142,361-77.2% | $119,608-72.9% | $134,509-75.9% |
| Participation rate | 50.0% | 82.8%-32.8pp | 79.3%-29.3pp | 81.2%-31.2pp |
| Annual return | -9.90% | -12.46%+2.6pp | -14.98%+5.1pp | 418.13%-428.0pp |
| Employer contribution / active EE | $1,091 | $5,224-79.1% | $4,232-74.2% | $4,741-77.0% |
| Participant deferral / active EE | $1,905 | $6,468-70.5% | $5,601-66.0% | $6,400-70.2% |
| Admin fee / account holder | $75 | $13,588-99.4% | $10,326-99.3% | $11,427-99.3% |