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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 | $51,188 | $59,116-13.4% | $86,438-40.8% | $68,486-25.3% |
| Participation rate | 60.7% | 75.2%-14.5pp | 80.3%-19.6pp | 67.9%-7.2pp |
| Annual return | -15.32% | -0.23%-15.1pp | 4397.19%-4412.5pp | -7.85%-7.5pp |
| Employer contribution / active EE | $827 | $2,519-67.1% | $3,769-78.0% | $2,597-68.1% |
| Participant deferral / active EE | $1,536 | $5,902-74.0% | $6,952-77.9% | $4,028-61.9% |
| Admin fee / account holder | $172 | $5,639-96.9% | $6,733-97.4% | $5,404-96.8% |