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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 | $33,393 | $93,023-64.1% | $77,027-56.6% | $134,493-75.2% |
| Participation rate | 66.7% | 74.5%-7.8pp | 67.9%-1.2pp | 81.2%-14.6pp |
| Annual return | -19.60% | 62.61%-82.2pp | 42.32%-61.9pp | 418.01%-437.6pp |
| Employer contribution / active EE | $6,658 | $3,418+94.8% | $2,813+136.7% | $4,740+40.5% |
| Participant deferral / active EE | $0 | $5,238-100.0% | $4,427-100.0% | $6,400-100.0% |
| Admin fee / account holder | $20 | $6,944-99.7% | $5,425-99.6% | $11,425-99.8% |