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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 | $28,269 | $138,076-79.5% | $123,553-77.1% | $135,380-79.1% |
| Participation rate | 50.0% | 84.7%-34.7pp | 82.3%-32.3pp | 82.6%-32.6pp |
| Annual return | -8.40% | 153.70%-162.1pp | 119.21%-127.6pp | 519.81%-528.2pp |
| Employer contribution / active EE | $1,637 | $5,152-68.2% | $4,628-64.6% | $4,779-65.8% |
| Participant deferral / active EE | $1,951 | $6,800-71.3% | $6,426-69.6% | $5,609-65.2% |
| Admin fee / account holder | $207 | $10,917-98.1% | $9,284-97.8% | $10,828-98.1% |