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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 | $17,101 | $69,518-75.4% | $59,883-71.4% | $135,382-87.4% |
| Participation rate | 16.7% | 77.8%-61.2pp | 74.7%-58.0pp | 82.6%-66.0pp |
| Annual return | -7.47% | 7.95%-15.4pp | 3.46%-10.9pp | 519.77%-527.2pp |
| Employer contribution / active EE | $534 | $3,235-83.5% | $2,722-80.4% | $4,779-88.8% |
| Participant deferral / active EE | $555 | $4,204-86.8% | $3,402-83.7% | $5,609-90.1% |
| Admin fee / account holder | $0 | $5,734-100.0% | $3,591-100.0% | $10,829-100.0% |