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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 | $30,617 | $92,743-67.0% | $82,744-63.0% | $134,532-77.2% |
| Participation rate | 42.9% | 75.2%-32.3pp | 72.6%-29.7pp | 81.2%-38.4pp |
| Annual return | -17.20% | 946.63%-963.8pp | 702.22%-719.4pp | 418.27%-435.5pp |
| Employer contribution / active EE | $497 | $3,273-84.8% | $3,008-83.5% | $4,741-89.5% |
| Participant deferral / active EE | $697 | $4,802-85.5% | $4,395-84.1% | $6,401-89.1% |
| Admin fee / account holder | $57 | $5,977-99.0% | $5,325-98.9% | $11,429-99.5% |