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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 | $13,702 | $92,743-85.2% | $82,744-83.4% | $134,532-89.8% |
| Participation rate | 50.0% | 75.2%-25.2pp | 72.6%-22.6pp | 81.2%-31.2pp |
| Annual return | -15.40% | 946.63%-962.0pp | 702.22%-717.6pp | 418.27%-433.7pp |
| Employer contribution / active EE | $606 | $3,273-81.5% | $3,008-79.9% | $4,741-87.2% |
| Participant deferral / active EE | $808 | $4,802-83.2% | $4,395-81.6% | $6,401-87.4% |
| Admin fee / account holder | $34 | $5,977-99.4% | $5,325-99.4% | $11,429-99.7% |