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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 | $26,176 | $92,743-71.8% | $82,744-68.4% | $134,532-80.5% |
| Participation rate | 27.8% | 75.2%-47.4pp | 72.6%-44.8pp | 81.2%-53.5pp |
| Annual return | -17.23% | 946.63%-963.9pp | 702.22%-719.4pp | 418.27%-435.5pp |
| Employer contribution / active EE | $610 | $3,273-81.4% | $3,008-79.7% | $4,741-87.1% |
| Participant deferral / active EE | $774 | $4,802-83.9% | $4,395-82.4% | $6,401-87.9% |
| Admin fee / account holder | $0 | $5,977-100.0% | $5,325-100.0% | $11,429-100.0% |