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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 | $21,140 | $138,102-84.7% | $125,381-83.1% | $134,532-84.3% |
| Participation rate | 33.3% | 84.5%-51.2pp | 82.4%-49.0pp | 81.2%-47.9pp |
| Annual return | -17.91% | 750.73%-768.6pp | 572.31%-590.2pp | 418.27%-436.2pp |
| Employer contribution / active EE | $1,496 | $5,245-71.5% | $4,815-68.9% | $4,741-68.4% |
| Participant deferral / active EE | $1,780 | $7,801-77.2% | $7,448-76.1% | $6,401-72.2% |
| Admin fee / account holder | $67 | $11,568-99.4% | $10,007-99.3% | $11,429-99.4% |