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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 | $60,854 | $92,743-34.4% | $82,744-26.5% | $134,532-54.8% |
| Participation rate | 14.3% | 75.2%-60.9pp | 72.6%-58.3pp | 81.2%-66.9pp |
| Annual return | -18.15% | 946.63%-964.8pp | 702.22%-720.4pp | 418.27%-436.4pp |
| Employer contribution / active EE | $483 | $3,273-85.2% | $3,008-83.9% | $4,741-89.8% |
| Participant deferral / active EE | $845 | $4,802-82.4% | $4,395-80.8% | $6,401-86.8% |
| Admin fee / account holder | $276 | $5,977-95.4% | $5,325-94.8% | $11,429-97.6% |