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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 | $14,441 | $92,766-84.4% | $82,763-82.6% | $134,545-89.3% |
| Participation rate | 50.0% | 75.2%-25.2pp | 72.6%-22.6pp | 81.2%-31.2pp |
| Annual return | -15.62% | 946.97%-962.6pp | 702.45%-718.1pp | 418.37%-434.0pp |
| Employer contribution / active EE | $473 | $3,273-85.5% | $3,008-84.3% | $4,742-90.0% |
| Participant deferral / active EE | $605 | $4,802-87.4% | $4,395-86.2% | $6,401-90.6% |
| Admin fee / account holder | $0 | $5,978-100.0% | $5,325-100.0% | $11,431-100.0% |